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At Rosen Group Private Wealth Management, we offer events designed to provide tailored wealth management solutions for Doctors, Dentists, Business Owners and Professionals. Our focus is on addressing your unique investment needs, with a deep understanding of your complex goals related to investment strategy, tax planning, and risk management.
Our in-person events give you the opportunity to learn directly from Lewis Rosen, while also connecting with like-minded individuals in your field.
Held at exclusive venues in Montreal, Toronto and Oakville, our events have featured renowned keynote speakers, including Kevin O’Leary from ABC’s Shark Tank, Dr. Joseph Schwarcz, Director of McGill University’s Office for Science and Society, who was recently nominated to the Order of Canada, and many other distinguished experts.
Though each of our clients has unique circumstances, there is one common thread: the need for a comprehensive, lifelong financial roadmap to help you create the life you envision — today, tomorrow, and beyond. To this end, Rosen Group Private Wealth Management has also hosted specialized events for numerous private and professional groups and organizations.
Investing in your financial education is the most empowering decision you can make. Knowledge is power.
Kevin O’Leary of ABC’s Shark Tank, and Lewis Rosen, CEO & Founder of Rosen Group Private Wealth Management
Dr. Joseph Schwarcz, Director of McGill University’s Office for Science and Society, and Lewis Rosen, CEO & Founder of Rosen Group Private Wealth Management
More events coming soon!
If you’re a Doctor, Dentist, Business Owner, or Professional, you’re invited to attend a FREE dining event where we will discuss:
“Recession, Trade Wars, Taxes & Your Portfolio: Strategies for Uncertain Times”
At this event, you will learn how to:
LNavigate Trade Wars & Tariffs and how to adjust your investment approach accordingly
LDiversify for Stability using recession-resistant assets to help maintain financial security during market downturns
LTake advantage of the top Tax Minimization strategies
LAccess funds from your corporation Tax Free
LStructure your corporation to Eliminate the 50.2% corporate passive tax rate
LReduce the Management Fees on your investments
LInvest in Real Estate like the big pension plans
LProperly diversify your portfolio using Alternative Investments
Events will take place at the following locations:
Yorkville
Oakville
One Restaurant
116 Yorkville Ave Yorkville, ON, M5R 1C2
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Hy’s Steakhouse
365 Bay Street Toronto, ON, M5H 2V1
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Oliver’s Steakhouse
141 Lakeshore Rd E Oakville, ON L6J 1H3
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Yorkville
One Restaurant
116 Yorkville Ave Yorkville, ON, M5R 1C2
View Menu
Hy’s Steakhouse
365 Bay Street Toronto, ON, M5H 2V1
View Menu
Oakville
Oliver’s Steakhouse
141 Lakeshore Rd E Oakville, ON L6J 1H3
View Menu
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.
