Rose Lipiec Montoya

Board Member

Q: Why do you volunteer on the Board of the Ottawa Hospital Research Institute?

A:

Rose Lipiec Montoya is Senior Financial Planner with TD Wealth Financial Planning. With over 25 years of experience in the financial services industry, Rose has been actively engaged in helping clients achieve their personal financial goals.

Rose graduated from the University of Toronto with a Bachelor of Arts, Major in Commerce and Economics. She holds the Certified Financial Planning Designation (CFP), is a licensed investment advisor/registered representative of the Investment Industry Regulatory Organization of Canada (IIROC)and holds a Financial Management Advisor (FMA) designation from the Canadian Securities Institute. She held various management roles within TD before joining the TD Wealth Private Client Group.

Passionate about giving back and helping others, she has been a volunteer board member of the Ottawa Hospital Research Institute for the past 10 years, was a former volunteer member of the Finance & Audit committee of The Ottawa Hospital Foundation, former cabinet member of The Ottawa Hospital’s President’s Breakfast and former Account Executive for the United Way Centraide Ottawa.