Rosen Group Private Wealth Management specializes in personalized wealth management and family office services for high-net-worth individuals and families. Founded by Lewis Rosen, we provide hands-on, holistic solutions tailored to the unique needs of successful families, business owners, doctors and dentists.
With over 150 years of combined experience, our team focuses on active, risk-managed investment strategies and comprehensive financial planning—all coordinated through a collaborative advisory approach. Serving Montreal and Toronto, our Family Office division delivers expert guidance through a dedicated in-house board to help clients grow and preserve their wealth.
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Company Details
- Employees
- 7
- Founded
- -
- Address
- 1 Holiday Avenue, East Tower, Suite 305, East Tower,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.RosenGroup.ca
- Keywords
- Financial Services, Estate Planning, Family Office, Portfolio Management, Tax Planning, Alternative Investments.
- HQ
- Pointe-Claire, QC
Rosen Group Private Wealth Management Questions
Rosen Group Private Wealth Management's website is http://www.RosenGroup.ca
Rosen Group Private Wealth Management's LinkedIn profile is https://ca.linkedin.com/company/rosen-group-private-wealth-management
Rosen Group Private Wealth Management has
7 employees.
View email and phone details for 7
employees at Rosen Group Private Wealth Management.
Rosen Group Private Wealth Management's industry is
Financial Services
Rosen Group Private Wealth Management's top competitors are
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Rosen Group Private Wealth Management's categories are Financial Services
Rosen Group Private Wealth Management's founding year is 2002
