Events

Events Hosted by
Rosen Group Private Wealth Management

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, Oakville, and Burlington, 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 DoctorDentist, Business Owner, or Professional, you’re invited to attend a FREE dining event where we will discuss, “Advanced Tax & Wealth Strategies.”

At these educational events, you will learn how to:

  • LTake advantage of the top tax minimization strategies
  • LBypass the new 66.67% Capital Gains inclusion rate inside your corporation
  • LAccess funds from your corporation tax free
  • LStructure your corporation to eliminate the 50.2% corporate passive tax rate
  • LLearn how to build a TRUMP-proof investment portfolio
  • LReplace your high-cost mutual funds with low cost ETF's
  • LDetermine whether an RRSP or IPP (Individual Pension Plan) is right for you
  • LInvest in Real Estate like the big pension plans
  • LProperly diversify your portfolio using alternative investments
  • LReduce the management fees on your investments

The events will take place at the following locations in 2025

Montreal

Yorkville

Moishes Steakhouse

1001 Square-Victoria Street
Montréal, QC, H2Z 2A8

Rib ‘N Reef Steakhouse

8105 Decarie Blvd
Montreal, QC, H4P 2H5

One Restaurant

116 Yorkville Ave
Yorkville, ON, M5R 1C2

Morton’s The Steakhouse

4 Avenue Rd
Yorkville, ON, M5R 2E8

Montreal

Moishes Steakhouse

1001 Square-Victoria Street
Montréal, QC, H2Z 2A8

Rib ‘N Reef Steakhouse

8105 Decarie Blvd
Montréal, QC, H4P 2H5

Yorkville

One Restaurant

116 Yorkville Ave
Yorkville, ON, M5R 1C2

Morton’s The Steakhouse

4 Avenue Rd
Yorkville, ON, M5R 2E8

Burlington

Oakville

Lord Nelson

650 Plains Rd E
Burlington, ON L7T 2E9

Cucci

119 Jones St
Oakville, ON L6L 3E7

Oliver’s Steakhouse

141 Lakeshore Rd E
Oakville, ON L6J 1H3

Oakville

Cucci

119 Jones St
Oakville, ON L6L 3E7

Oliver’s Steakhouse

141 Lakeshore Rd E
Oakville, ON L6J 1H3

To register for one of our upcoming events, please complete the form below. We will then call you to provide the dates and confirm availability.

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Toronto

Yorkville Office

Toronto

Oakville Office

Montreal

Pointe-Claire Office