At Rosen Group Private Wealth Management, we offer events designed to provide tailored wealth management solutions for Doctors, Dentists, Business Owners, Professionals, and Retirees. 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 and Oakville, 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.