{"id":1344,"date":"2022-06-02T13:57:59","date_gmt":"2022-06-02T17:57:59","guid":{"rendered":"https:\/\/rosengroup.ca\/?page_id=1344"},"modified":"2025-10-08T14:38:36","modified_gmt":"2025-10-08T18:38:36","slug":"client-advisory-board","status":"publish","type":"page","link":"https:\/\/rosengroup.ca\/fr\/client-advisory-board\/","title":{"rendered":"Comit\u00e9 consultatif de clients"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#09131E&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;rgba(9,19,30,0.85) 0%|rgba(9,19,30,0.85) 100%&#8221; background_color_gradient_overlays_image=&#8221;on&#8221; background_color_gradient_start=&#8221;rgba(9,19,30,0.85)&#8221; background_color_gradient_end=&#8221;rgba(9,19,30,0.85)&#8221; background_image=&#8221;https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/06\/group-of-board-members-around-table_2.jpg&#8221; custom_padding=&#8221;120px||120px||false|false&#8221; custom_css_main_element=&#8221;background-position: 50% 27%;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;||8px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>Our Advisory Team<\/h4>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_orientation=&#8221;center&#8221; background_layout=&#8221;dark&#8221; max_width_tablet=&#8221;500px&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|tablet&#8221; module_alignment_tablet=&#8221;center&#8221; module_alignment_phone=&#8221;&#8221; module_alignment_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Client Advisory Board<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]The Client Advisory Board at Rosen Group Private Wealth Management is made up of a select group of clients carefully chosen by our team to reflect the diverse range of individuals and families we serve.<\/p>\n<p>This board underscores our commitment to valuing the unique voices and experiences of our clients. Members have the opportunity to directly influence our client-focused approach and contribute to shaping the future direction of our services, no matter where they stand in their financial journey. Their input will help guide the growth, potential, and vision of Rosen Group Private Wealth Management.<\/p>\n<p>At <span>Rosen Group Private Wealth Management<\/span>, our Advisory team is dedicated to preserving wealth, minimizing taxes, and streamlining the process for our clients&#8217; heirs. Our continued success depends on identifying key opportunities and challenges that align with our strategic goals. We believe that incorporating the insights of our clients is the most effective way to achieve our shared financial aspirations.<\/p>\n<p>The Client Advisory Board will meet semi-annually in an open forum, where feedback is welcomed, respected, and valued.[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.10.8&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#09131E&#8221; background_image=&#8221;https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/03\/cta-footer-background-paralax_2.jpg&#8221; parallax=&#8221;on&#8221; custom_padding=&#8221;120px||120px||false|false&#8221; global_module=&#8221;868&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row make_equal=&#8221;on&#8221; module_class=&#8221;align-center&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][dsm_typing_effect before_typing_effect=&#8221;Invest in &#8221; typing_effect=&#8221;yourself.|your future.&#8221; typing_speed=&#8221;50ms&#8221; typing_backdelay=&#8221;3000ms&#8221; typing_cursor=&#8221;| &#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_level=&#8221;h2&#8243; header_text_align=&#8221;center&#8221; header_text_color=&#8221;#FFFFFF&#8221; header_font_size=&#8221;60px&#8221; custom_margin=&#8221;||0px||false|false&#8221; header_text_align_tablet=&#8221;center&#8221; header_text_align_phone=&#8221;&#8221; header_text_align_last_edited=&#8221;on|tablet&#8221; header_font_size_tablet=&#8221;48px&#8221; header_font_size_phone=&#8221;36px&#8221; header_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][\/dsm_typing_effect][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our Advisory TeamClient Advisory BoardThe Client Advisory Board at Rosen Group Private Wealth Management is made up of a select group of clients carefully chosen by our team to reflect the diverse range of individuals and families we serve. This board underscores our commitment to valuing the unique voices and experiences of our clients. Members have the opportunity to directly influence our client-focused approach and contribute to shaping the future direction of our services, no matter where they stand in their financial journey. Their input will help guide the growth, potential, and vision of Rosen Group Private Wealth Management. At Rosen Group Private Wealth Management, our Advisory team is dedicated to preserving wealth, minimizing taxes, and streamlining the process for our clients&#8217; heirs. Our continued success depends on identifying key opportunities and challenges that align with our strategic goals. We believe that incorporating the insights of our clients is the most effective way to achieve our shared financial aspirations. The Client Advisory Board will meet semi-annually in an open forum, where feedback is welcomed, respected, and valued.<div class=\"et_pb_module dsm_typing_effect dsm_typing_effect_0 et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module_inner\">\n\t\t\t\t\t<h2 class=\"dsm-typing-effect et_pb_module_header\" aria-label=\"yourself. your future.\"><span class=\"dsm-before-typing-effect\">Investir en <\/span> <span class=\"dsm-typing-wrapper\"><span class=\"dsm-typing-strings\">yourself. your future.<\/span><span class=\"dsm-typing\" aria-hidden=\"true\" data-dsm-typing-cursor=\"| \" data-dsm-typing-strings=\"yourself.|your future.\" data-dsm-typing-speed=\"50ms\" data-dsm-typing-backspeed=\"50ms\" data-dsm-typing-backdelay=\"3000ms\" data-dsm-typing-loop=\"true\" data-dsm-typing-fadeout=\"false\" data-dsm-typing-shuffle=\"false\" data-dsm-typing-delay=\"0ms\" data-dsm-typing-viewport=\"80%\" data-dsm-typing-repeat=\"on\"><\/span><\/span><\/h2>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/p>","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-1344","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Client Advisory Board | Rosen Group Private Wealth Management<\/title>\n<meta name=\"description\" content=\"Our holistic approach to wealth management entails an all-encompassing financial strategy for enhancing your portfolio.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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