About Us

Rosen Group Private Wealth Management Ltd. Is A Premier Financial Advisory Firm

Rosen Group Private Wealth Management Ltd., with offices in Yorkville, Oakville, and Pointe-Claire, is a premier financial advisory firm dedicated to providing personalized wealth management services for doctors, dentists, and successful individuals. The firm is deeply committed to crafting custom financial strategies that help clients navigate the complexities of wealth accumulation, preservation, and transfer.

Rosen Group offers a comprehensive range of services, including investment management, retirement planning, estate planning, tax optimization, and risk management. Leveraging years of experience and a thorough understanding of the financial landscape, the team works closely with clients to create tailored solutions that align with their individual objectives.

At Rosen Group, the foundation of every client relationship is trust, transparency, and an unwavering commitment to excellence. With a focus on long-term success, the firm ensures that clients are empowered to make informed decisions, giving them confidence in securing their financial futures.

Invest in yourself. your future.