At Rosen Group Private Wealth Management, we host exclusive dining events for doctors, dentists, incorporated business owners, and those approaching or enjoying retirement.

Held at premier venues across Toronto, Oakville, Ottawa and Montreal, these private evenings combine exceptional dining with valuable financial insights from our Founder and CEO, Lewis Rosen, and distinguished guest speakers, including Kevin O’Leary of Shark Tank and Dr. Joseph Schwarcz of McGill University.

Our discussions explore sophisticated wealth management strategies, including tax-efficient investing, retirement planning, estate preservation, business succession, and transferring wealth to future generations.

Whether you are growing your wealth, managing corporate assets, or planning for retirement, our events offer meaningful financial perspectives in an elegant and welcoming setting.

We invite you to join us for an exceptional evening of fine dining and insightful conversation.