Rose Lochran Group
Welcome to the Rose Lochran Group
With 58 years of combined experience across all facets of the investment industry, Cliff Rose and Martin Lochran come together to provide an integrated, forward-looking approach to your financial life. Our services include investment management, financial and estate planning, and insurance through managed, fee-based, and transactional accounts tailored to your goals and risk profile.
This partnership builds on long-standing values, trusted relationships, and a commitment to thoughtful stewardship. Together, we bring deeper insight and continuity while staying true to the consistent level of service that defines our practice.
We’re excited for this new chapter and look forward to our continued commitment to working with you.
Cliff Rose
Senior Investment Advisor
Cliff’s dedication to this industry expands more than forty years, stemming from family ties in the investment business of more than six decades.
Having a broad ground-floor knowledge of all facets of the securities industry, coupled with 30+ years focused on advisor/client relationships, has earned Cliff valuable insight into meeting the needs of his clients, and building portfolios to accommodate the vast range of individual financial circumstances.
Outside of running his practice, Cliff is an active member of the Isaac Walton Fly Fishing Club and the Beaver Valley Ski Club. He leads an active outdoor lifestyle, enjoying sea kayaking, mountain biking and hiking.
Martin Lochran, CIM®, CIWM®, LLQP
Portfolio Manager
Martin is a licensed Portfolio Manager and Certified International Wealth Manager (CIWM) with 18 years of experience navigating both calm and volatile markets across sectors and regions.
Also licensed in insurance, he builds portfolios tailored to your goals, using the right mix of investments and account types to match your needs and risk profile. At the core of it all is a well-crafted financial plan—built collaboratively and designed to guide every investment decision with purpose.
Martin works with a diverse range of clients—individuals, families, corporations, and nonprofits. He lives in Toronto with his wife and twin children and supports the Scottish Rite Charitable Foundation of Canada, which builds learning centres for children with dyslexia.
“My investment returns with Foster have been way above par – unfortunately so is my golf score. However, I don’t worry about my investments, so I have plenty of time to work on my golf.”
JOE J., TORONTO, ONTARIO
Client since 2002