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.