Events Hosted by
Rosen Group Private Wealth Management

At Rosen Group Private Wealth Management our events are tailored to provide wealth management solutions for Wealthy Families, C-Suite Executives, Doctors and Dentists. Our educational focus zeros in on your unique investment perspective, and our team possesses an in-depth understanding of your sophisticated investment, tax, and risk management goals.

At our in-person events investors not only learn from Lewis Rosen of Rosen Group Private Wealth Management, they have the opportunity to network with like-minded individuals.

All of our events are held at exclusive venues in Montreal and Toronto. Our private events have been held at the following select locations: 40 Westt Steakhouse, Rib ‘N Reef, Mount Stephen Club, Maison Boulud, Queue de Cheval, Manoir Hovey, Centre Bell, Ritz Carlton, Harbour Sixty, Morton’s Steakhouse.

Famous keynote speakers have included Kevin O’Leary of ABC’s Shark Tank, Dr. Joseph Schwarcz, Director of McGill University’s Office for Science and Society, and many other notable speakers.

While each of our clients may be different, there is one thing you all have in common: the need for a lifelong financial road map designed to help you create the life you want for today, tomorrow and whatever comes next. To this end, Rosen Group Private Wealth Management have also conducted specialized events for many private and professional groups and organizations.

Learning about your wealth is the best education you could possibly give yourself. Knowledge is POWER.