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Events

Events Hosted by
Rosen Group Private Wealth Management

At Rosen Group Private Wealth Management, we curate exclusive events for accomplished individuals, including physicians, business owners, and professionals, seeking a more sophisticated approach to wealth.

Our private events offer thoughtful insight into investment strategy, tax efficiency, and risk management, while providing the opportunity to hear directly from our CEO and Founder, Lewis Rosen.

Hosted at premier venues across Montreal, Toronto, and Oakville, our events have welcomed distinguished keynote speakers, including, among others, Kevin O’Leary and Dr. Joseph Schwarcz, alongside respected voices in finance, economics, and industry leadership.

Each experience is thoughtfully designed to deliver perspective, discretion, and a clear path toward building, preserving, and transferring lasting wealth.

More events coming soon!

We are pleased to invite you to one of two complimentary dining events designed to address the unique financial needs of medical professionals, business owners, and individuals who are retired or approaching retirement.

One event is tailored for incorporated professionals, focusing on corporate tax strategies, investment efficiency, and ways to structure your corporation to better preserve and grow wealth.

The second event is designed for individuals who are retired or approaching retirement, with a focus on tax-efficient retirement income, estate planning, and succession strategies to help ensure your wealth is transferred smoothly to the next generation.

Events will take place at the following locations:

Toronto

One Restaurant

At the Hazelton Hotel
118 Yorkville Avenue, Toronto, ON M5R 2E1

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Oakville

Oliver’s Steakhouse

141 Lakeshore Rd E
Oakville, ON L6J 1H3

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To register for one of our upcoming events, please complete the form below. We will then call you to complete the registration and confirm availability.

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Information

Guest Information

Event Information

Are you dealing with a friend* or family member?
*A friend as defined as someone you spend time with regularly outside of a business context

Corporate Investments

Are you incorporated?
When it comes to the management of your corporate investments, do you manage your own or do you have someone else doing it for you?
What makes up the majority of your corporate portfolio?

Personal Investments

When it comes to the management of your personal investments, do you manage your own or do you have someone else doing it for you?
What makes up the majority of your personal portfolio?
When combining your personal investments; excluding real estate & (what you hold in your corporate investment portfolio), how much do you have in your personal investment portfolio (Registered / Non-Registered)?

Notes

Call Notes
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Toronto

Yorkville Office

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Toronto

Oakville Office

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Montreal

Pointe-Claire Office

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