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Exclusive Events Hosted by
Rosen Group Private Wealth Management
At Rosen Group Private Wealth Management, we curate exclusive events for accomplished individuals, including doctors, dentists, business owners, professionals and individuals who are retired or approaching retirement.
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 Toronto, Oakville, and Montreal, our events have featured distinguished keynote speakers including Kevin O’Leary, entrepreneur and investor on Shark Tank, and Dr. Joseph Schwarcz, founding director of McGill University Office for Science and Society and a Member of the Order of Canada, alongside other 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 an exclusive dining experience, thoughtfully curated to address the sophisticated financial needs of doctors, dentists, business owners, professionals and individuals who are retired or approaching retirement.
These private events are designed for incorporated professionals and those navigating retirement, offering tailored insight into the complexities of each stage of wealth.
The discussion explores advanced corporate tax strategies, investment efficiency, and the structuring of corporations to preserve and grow wealth. We will also address tax-efficient retirement income, estate planning, and succession strategies to ensure a seamless transfer of wealth to the next generation.
These exclusive events will take place at the following premier 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.
