{"id":2,"date":"2021-08-27T20:55:26","date_gmt":"2021-08-27T20:55:26","guid":{"rendered":"https:\/\/rosengroup.ca\/?page_id=2"},"modified":"2026-06-25T11:01:06","modified_gmt":"2026-06-25T15:01:06","slug":"home","status":"publish","type":"page","link":"https:\/\/rosengroup.ca\/fr\/","title":{"rendered":"Home"},"content":{"rendered":"\n[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|tablet” _builder_version=”4.16″ background_color=”#333333″ use_background_color_gradient=”on” background_color_gradient_direction=”120deg” background_color_gradient_stops=”rgba(0,0,0,0.95) 0%|rgba(51,51,51,0.7) 100%” background_color_gradient_overlays_image=”on” background_color_gradient_start=”rgba(0,0,0,0.95)” background_color_gradient_end=”rgba(51,51,51,0.7)” background_enable_image=”off” background_video_mp4=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2021\/09\/header-video_3.mp4″ background_video_width=”100%” custom_padding=”20vh||20vh||true|false” custom_padding_tablet=”150px||150px||true|false” custom_padding_phone=”90px||90px||true|false” custom_css_main_element=”background-position: 50% 42%;” global_colors_info=”{}”][et_pb_row column_structure=”2_3,1_3″ make_equal=”on” module_class=”align-center” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”2_3″ _builder_version=”4.16″ custom_padding=”|||” animation_style=”slide” animation_direction=”left” animation_delay=”300ms” animation_intensity_slide=”5%” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text module_class=”home-hero-heading” _builder_version=”4.27.6″ _module_preset=”default” header_text_color=”#C9B381″ header_font_size=”36px” header_line_height=”1.1em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”left” max_width=”600px” custom_margin=”||30px||false|false” header_font_size_tablet=”36px” header_font_size_phone=”30px” global_colors_info=”{}”]

Wealth management services<\/span>Meeting the Unique Needs of Doctors, Dentists, Business Owners, Professionals and individuals who are Retired or approaching retirement.<\/h1>[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”93345947-f191-46db-8752-0103e26d6920″ text_font=”|700||on|||||” text_font_size=”14px” text_letter_spacing=”1px” background_layout=”dark” max_width=”470px” global_colors_info=”{}”]

Rosen Group Private Wealth Management is a leading investment management firm.<\/p>[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”93345947-f191-46db-8752-0103e26d6920″ background_layout=”dark” max_width=”630px” global_colors_info=”{}”]

Our team provides guidance, perspective, and judgment for a select number of affluent families and fiduciaries who expect and value a higher standard of investment advice.<\/p>[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||5%|false|false” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Learn More About The Rosen Group” use_icon=”on” font_icon=”E||divi||400″ icon_color=”#FFFFFF” image_icon_background_color=”RGBA(0,0,0,0)” icon_placement=”left” image_icon_width=”60px” content_max_width=”100%” module_class=”blurb-valign-middle” _builder_version=”4.16″ _dynamic_attributes=”link_option_url” _module_preset=”default” header_font=”Mulish|600||on|||||” header_text_color=”#FFFFFF” header_font_size=”14px” header_letter_spacing=”2px” image_icon_custom_padding=”8px|8px|8px|8px|false|false” custom_margin_tablet=”60px||||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” animation=”off” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI4OSJ9fQ==@” border_radii_image=”on|100%|100%|100%|100%” border_width_all_image=”2px” border_color_all_image=”#C9B381″ icon_font_size=”60px” use_circle=”on” use_circle_border=”on” circle_border_color=”#C9B381″ circle_color=”RGBA(0,0,0,0)” circle_color__hover=”#C9B381″ circle_color__hover_enabled=”on|hover” global_colors_info=”{}” image_icon_background_color__hover=”#C9B381″ image_icon_background_color__hover_enabled=”on|hover” image_icon_background_color__sticky_enabled=”#86754e” image_icon_background_color__sticky=”#86754e”][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”45bda54e-96c3-41cf-a663-5af8a7714565″ header_2_font_size=”32px” max_width=”320px” max_width_tablet=”100%” max_width_phone=”” max_width_last_edited=”on|tablet” global_colors_info=”{}”]

When was your last financial checkup?<\/strong><\/h2>[\/et_pb_text][et_pb_divider color=”#86754E” divider_weight=”2px” _builder_version=”4.16″ _module_preset=”default” width=”200px” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]

We know choosing an advisor isn\u2019t always easy. You need someone who not only understands your needs and wants, but can also work with you to achieve them.<\/p>\n

We invite you to come in and meet with our team. We\u2019ll start by getting to know each other and answer any questions that you may have about our services or your current financial situation. To schedule a consultation or to learn more about our team, we invite you to fill out the following form or simply call us at your convenience.<\/p>[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM4OCJ9fQ==@” button_text=”Contact Us” _builder_version=”4.16″ _dynamic_attributes=”button_url” _module_preset=”default” custom_margin=”45px||||false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|tablet” _builder_version=”4.16″ _module_preset=”default” background_color=”#F7F7F7″ custom_padding=”90px|||||” custom_padding_tablet=”||||false|false” custom_padding_phone=”” top_divider_flip=”horizontal” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” _builder_version=”4.27.6″ _module_preset=”default” pac_drh_column_numbers_tablet=”pac_drh_tab_col_one” pac_drh_column_numbers_phone=”pac_drh_phone_col_one” global_module=”11568″ saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”#FFFFFF” transform_translate_linked__hover=”off” custom_padding=”||45px||false|false” animation_style=”slide” animation_delay=”200ms” animation_intensity_slide=”5%” link_option_url=”https:\/\/rosengroup.ca\/medical-professionals\/” box_shadow_style=”preset1″ box_shadow_color=”rgba(0,0,0,0.1)” box_shadow_vertical_last_edited=”off|desktop” global_colors_info=”{}” transform_styles__hover_enabled=”on|hover” transform_scale__hover_enabled=”on|hover” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop” transform_translate__hover=”0px|-20px” box_shadow_vertical__hover_enabled=”on|hover” box_shadow_vertical__hover=”22px” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-bottom: 60px !important;” custom_css_main_element_phone=”margin-bottom: 60px !important;”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2021\/08\/icons_doctors.png” align=”center” module_class=”round-image” _builder_version=”4.16″ _module_preset=”default” background_color=”#86754E” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|desktop” transform_translate=”0px|-45px” transform_translate_tablet=”0px|-20px” transform_translate_phone=”” transform_translate_last_edited=”on|tablet” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|desktop” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|desktop” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|desktop” transform_styles_last_edited=”on|tablet” max_width=”90px” module_alignment=”center” custom_margin=”||-40px||false|false” custom_margin_tablet=”||-20px||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|true|true” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_2_font=”Mulish|900||on|||||” header_2_text_color=”#000000″ header_2_font_size=”16px” header_2_letter_spacing=”4px” background_enable_color=”off” text_orientation=”center” custom_margin=”30px||10px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”]

Doctors<\/h2>[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” background_enable_color=”off” text_orientation=”center” custom_padding=”1px|30px|30px|30px|false|false” global_colors_info=”{}”]

As a doctor, you may face many of the same issues as other affluent professionals, but you have unique needs, too.<\/p>[\/et_pb_text][et_pb_button button_url=”https:\/\/rosengroup.ca\/medical-professionals\/” button_text=”Learn More” button_alignment=”left” _builder_version=”4.27.6″ _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” vertical_offset=”30px” horizontal_offset=”45px” z_index=”2″ horizontal_offset_tablet=”60px” horizontal_offset_phone=”” horizontal_offset_last_edited=”on|tablet” position_origin_a_tablet=”bottom_center” position_origin_a_phone=”” position_origin_a_last_edited=”on|desktop” position_origin_f_tablet=”” position_origin_f_phone=”” position_origin_f_last_edited=”on|tablet” position_origin_r_tablet=”” position_origin_r_phone=”” position_origin_r_last_edited=”on|tablet” positioning_tablet=”” positioning_phone=”” positioning_last_edited=”on|tablet” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”#FFFFFF” transform_translate_linked__hover=”off” custom_padding=”||45px||false|false” animation_style=”slide” animation_delay=”400ms” animation_intensity_slide=”5%” link_option_url=”https:\/\/rosengroup.ca\/medical-professionals\/” box_shadow_style=”preset1″ box_shadow_color=”rgba(0,0,0,0.1)” global_colors_info=”{}” box_shadow_vertical__hover=”22px” box_shadow_vertical__hover_enabled=”on|hover” transform_styles__hover_enabled=”on|hover” transform_scale__hover_enabled=”on|hover” transform_translate__hover=”0px|-20px” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-bottom: 60px !important;” custom_css_main_element_phone=”margin-bottom: 60px !important;”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2021\/08\/dentists.png” title_text=”dentists” align=”center” module_class=”round-image” _builder_version=”4.16″ _module_preset=”default” background_color=”#86754E” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|desktop” transform_translate=”0px|-45px” transform_translate_tablet=”0px|-20px” transform_translate_phone=”” transform_translate_last_edited=”on|tablet” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|desktop” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|desktop” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|desktop” transform_styles_last_edited=”on|tablet” max_width=”90px” module_alignment=”center” custom_margin=”||-40px||false|false” custom_margin_tablet=”||-20px||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|true|true” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_2_font=”Mulish|900||on|||||” header_2_text_color=”#000000″ header_2_font_size=”16px” header_2_letter_spacing=”4px” background_enable_color=”off” text_orientation=”center” custom_margin=”30px||10px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”]

Dentists<\/h2>[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” background_enable_color=”off” text_orientation=”center” custom_padding=”1px|30px|30px|30px|false|false” global_colors_info=”{}”]

As dentists you know what it takes to excel at the highest level. You\u2019ve put in the hard work and the results are personally satisfying and financially rewarding.<\/p>[\/et_pb_text][et_pb_button button_url=”https:\/\/rosengroup.ca\/medical-professionals\/” button_text=”Learn More” button_alignment=”left” _builder_version=”4.27.6″ _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” vertical_offset=”30px” horizontal_offset=”45px” z_index=”2″ horizontal_offset_tablet=”60px” horizontal_offset_phone=”” horizontal_offset_last_edited=”on|tablet” position_origin_a_tablet=”bottom_center” position_origin_a_phone=”” position_origin_a_last_edited=”on|desktop” position_origin_f_tablet=”” position_origin_f_phone=”” position_origin_f_last_edited=”on|tablet” position_origin_r_tablet=”” position_origin_r_phone=”” position_origin_r_last_edited=”on|tablet” positioning_tablet=”” positioning_phone=”” positioning_last_edited=”on|tablet” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” background_color=”#FFFFFF” transform_translate_linked__hover=”off” custom_padding=”||45px||false|false” animation_style=”slide” animation_delay=”600ms” animation_intensity_slide=”5%” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQ1OCJ9fQ==@” box_shadow_style=”preset1″ box_shadow_color=”rgba(0,0,0,0.1)” global_colors_info=”{}” box_shadow_vertical__hover=”22px” box_shadow_vertical__hover_enabled=”on|hover” transform_styles__hover_enabled=”on|hover” transform_scale__hover_enabled=”on|hover” transform_translate__hover=”0px|-20px” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-bottom: 60px !important;” custom_css_main_element_phone=”margin-bottom: 60px !important;”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2021\/08\/business-owners.png” title_text=”business-owners” align=”center” module_class=”round-image” _builder_version=”4.16″ _module_preset=”default” background_color=”#86754E” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|desktop” transform_translate=”0px|-45px” transform_translate_tablet=”0px|-20px” transform_translate_phone=”” transform_translate_last_edited=”on|tablet” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|desktop” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|desktop” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|desktop” transform_styles_last_edited=”on|tablet” max_width=”90px” module_alignment=”center” custom_margin=”||-40px||false|false” custom_margin_tablet=”||-20px||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|true|true” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_font=”Mulish|900||on|||||” header_2_text_color=”#000000″ header_2_font_size=”16px” header_2_letter_spacing=”4px” background_enable_color=”off” text_orientation=”center” custom_margin=”30px||10px||false|false” custom_padding=”0px|30px|0px|30px|false|false” global_colors_info=”{}”]

Business Owners<\/h2>[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” background_enable_color=”off” text_orientation=”center” custom_padding=”1px|30px|30px|30px|false|false” global_colors_info=”{}”]

Whether you’re looking to grow your business, plan for succession, or secure your personal wealth alongside your company\u2019s financial future, our team is here to provide tailored solutions that align with your goals.<\/p>[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQ1OCJ9fQ==@” button_text=”Learn More” button_alignment=”left” _builder_version=”4.27.6″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” vertical_offset=”30px” horizontal_offset=”45px” z_index=”2″ horizontal_offset_tablet=”60px” horizontal_offset_phone=”” horizontal_offset_last_edited=”on|tablet” position_origin_a_tablet=”bottom_center” position_origin_a_phone=”” position_origin_a_last_edited=”on|desktop” position_origin_f_tablet=”” position_origin_f_phone=”” position_origin_f_last_edited=”on|tablet” position_origin_r_tablet=”” position_origin_r_phone=”” position_origin_r_last_edited=”on|tablet” positioning_tablet=”” positioning_phone=”” positioning_last_edited=”on|tablet” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”60px||||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||||false|false” custom_margin_last_edited=”on|tablet” custom_css_free_form=”@media (min-width: 981px) {|| selector.et_pb_row {|| display: flex;|| justify-content: center;||}||||selector.et_pb_row .et_pb_column:last-child {|| display: none !important;||}||||selector.et_pb_row .et_pb_column:nth-child(2) {|| margin-right: 0 !important;||}||}” pac_drh_column_numbers_tablet=”pac_drh_tab_col_one” pac_drh_column_numbers_phone=”pac_drh_phone_col_one” global_module=”11569″ saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” background_color=”#FFFFFF” transform_translate_linked__hover=”off” custom_padding=”||45px||false|false” animation_style=”slide” animation_delay=”200ms” animation_intensity_slide=”5%” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjEwNjUxIn19@” box_shadow_style=”preset1″ box_shadow_color=”rgba(0,0,0,0.1)” global_colors_info=”{}” box_shadow_vertical__hover=”22px” box_shadow_vertical__hover_enabled=”on|hover” transform_styles__hover_enabled=”on|hover” transform_scale__hover_enabled=”on|hover” transform_translate__hover=”0px|-20px” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-bottom: 60px !important;” custom_css_main_element_phone=”margin-bottom: 60px !important;”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/icon_hand-shake.png” title_text=”icon_hand-shake” align=”center” module_class=”round-image” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#86754E” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|desktop” transform_translate=”0px|-45px” transform_translate_tablet=”0px|-20px” transform_translate_phone=”” transform_translate_last_edited=”on|tablet” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|desktop” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|desktop” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|desktop” transform_styles_last_edited=”on|tablet” max_width=”90px” module_alignment=”center” custom_margin=”||-40px||false|false” custom_margin_tablet=”||-20px||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|true|true” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_font=”Mulish|900||on|||||” header_2_text_color=”#000000″ header_2_font_size=”16px” header_2_letter_spacing=”4px” background_enable_color=”off” text_orientation=”center” custom_margin=”30px||10px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”]

Professionals<\/h2>[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” background_enable_color=”off” text_orientation=”center” custom_padding=”1px|30px|30px|30px|false|false” global_colors_info=”{}”]

Our mission is to provide specialized financial services that help you manage your wealth, plan for the future, and achieve both your personal and professional financial goals.<\/p>[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjEwNjUxIn19@” button_text=”Learn More” button_alignment=”left” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” vertical_offset=”30px” horizontal_offset=”45px” z_index=”2″ horizontal_offset_tablet=”60px” horizontal_offset_phone=”” horizontal_offset_last_edited=”on|tablet” position_origin_a_tablet=”bottom_center” position_origin_a_phone=”” position_origin_a_last_edited=”on|desktop” position_origin_f_tablet=”” position_origin_f_phone=”” position_origin_f_last_edited=”on|tablet” position_origin_r_tablet=”” position_origin_r_phone=”” position_origin_r_last_edited=”on|tablet” positioning_tablet=”” positioning_phone=”” positioning_last_edited=”on|tablet” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” background_color=”#FFFFFF” transform_translate_linked__hover=”off” custom_padding=”||45px||false|false” animation_style=”slide” animation_delay=”400ms” animation_intensity_slide=”5%” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjExNTYyIn19@” box_shadow_style=”preset1″ box_shadow_color=”rgba(0,0,0,0.1)” global_colors_info=”{}” box_shadow_vertical__hover=”22px” box_shadow_vertical__hover_enabled=”on|hover” transform_styles__hover_enabled=”on|hover” transform_scale__hover_enabled=”on|hover” transform_translate__hover=”0px|-20px” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-bottom: 60px !important;” custom_css_main_element_phone=”margin-bottom: 60px !important;”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2025\/06\/icon_couple.png” title_text=”icon_couple” align=”center” module_class=”round-image” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#86754E” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|desktop” transform_translate=”0px|-45px” transform_translate_tablet=”0px|-20px” transform_translate_phone=”” transform_translate_last_edited=”on|tablet” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|desktop” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|desktop” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|desktop” transform_styles_last_edited=”on|tablet” max_width=”90px” module_alignment=”center” custom_margin=”||-40px||false|false” custom_margin_tablet=”||-20px||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|true|true” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_font=”Mulish|900||on|||||” header_2_text_color=”#000000″ header_2_font_size=”16px” header_2_letter_spacing=”4px” background_enable_color=”off” text_orientation=”center” custom_margin=”30px||10px||false|false” custom_padding=”0px|30px|0px|30px|false|false” global_colors_info=”{}”]

Retirees<\/h2>[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” background_enable_color=”off” text_orientation=”center” custom_padding=”1px|30px|30px|30px|false|false” global_colors_info=”{}”]

Wealth management for retirees focuses on turning accumulated assets into a reliable, long-term income while preserving capital and minimizing risk.<\/p>[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjExNTYyIn19@” button_text=”Learn More” button_alignment=”left” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” vertical_offset=”30px” horizontal_offset=”45px” z_index=”2″ horizontal_offset_tablet=”60px” horizontal_offset_phone=”” horizontal_offset_last_edited=”on|tablet” position_origin_a_tablet=”bottom_center” position_origin_a_phone=”” position_origin_a_last_edited=”on|desktop” position_origin_f_tablet=”” position_origin_f_phone=”” position_origin_f_last_edited=”on|tablet” position_origin_r_tablet=”” position_origin_r_phone=”” position_origin_r_last_edited=”on|tablet” positioning_tablet=”” positioning_phone=”” positioning_last_edited=”on|tablet” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|off” _builder_version=”4.16″ _module_preset=”default” background_color=”#09131E” use_background_color_gradient=”on” background_color_gradient_stops=”#09131e 0%|#192d43 100%” background_color_gradient_start=”#09131e” background_color_gradient_end=”#192d43″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”||30px||false|false” animation_style=”fade” animation_delay=”200ms” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” custom_margin=”||0px||false|false” global_colors_info=”{}”]

Events<\/h4>[\/et_pb_text][et_pb_text _builder_version=”4.27.6″ _module_preset=”ac016e04-f164-4f4b-859b-b2e49b18493e” header_2_text_color=”#FFFFFF” text_orientation=”center” max_width=”700px” module_alignment=”center” global_colors_info=”{}”]

Join Us At One Of Our Exclusive Events<\/h2>[\/et_pb_text][et_pb_text disabled_on=”on|on|on” _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” background_layout=”dark” max_width=”650px” module_alignment=”center” disabled=”on” global_colors_info=”{}”]

Join us at one of our upcoming events, including Advanced Tax & Wealth Management for Doctors & Dentists or Advanced Tax & Wealth Management for Business Owners.<\/p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjUyNyJ9fQ==@” button_text=”Register Now” button_alignment=”center” _builder_version=”4.16″ _dynamic_attributes=”button_url” _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_enable_color=”off” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”||30px||false|false” animation_style=”fade” animation_delay=”200ms” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” custom_margin=”||0px||false|false” global_colors_info=”{}”]

Who We Are<\/h4>[\/et_pb_text][et_pb_text content_tablet=”

Our Advisory Team at Rosen Group Private Wealth Management<\/h2>” content_phone=”” content_last_edited=”on|tablet” _builder_version=”4.16″ _module_preset=”ac016e04-f164-4f4b-859b-b2e49b18493e” header_2_text_color=”#000000″ text_orientation=”center” module_alignment=”center” global_colors_info=”{}”]

Our Advisory Team at
Rosen Group Private Wealth Management<\/h2>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”60px||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][dsm_card_carousel slide_to_scroll=”3″ speed=”1000″ autoplay=”off” equal_height=”on” arrow_color=”#cccccc” dots_active_color=”#AC9869″ image_width=”200px” image_alignment=”center” arrows_tablet=”off” arrows_phone=”off” arrows_last_edited=”on|phone” module_class=”testimonial-carousel” _builder_version=”4.27.6″ _module_preset=”default” header_font=”Mulish|700|||||||” header_text_align=”center” header_text_color=”#333333″ header_font_size=”18.1px” subhead_font=”|300||on|||||” subhead_font_size=”13px” subhead_letter_spacing=”2px” subhead_line_height=”1.2em” text_orientation=”center” hover_enabled=”0″ custom_css_free_form=”selector.et_pb_module .dsm_card_carousel_child_subtitle {|| text-transform: uppercase;|| letter-spacing: 2px;|| font-size: 13px;||}” global_colors_info=”{}” arrow_color__hover_enabled=”on|hover” arrow_color__hover=”#333333″ sticky_enabled=”0″][dsm_card_carousel_child title=”Lewis Rosen” subtitle=”CEO & Founder” image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/lewis-rosen_new.png” image_as_background=”off” button_url_new_window=”1″ _builder_version=”4.16″ _dynamic_attributes=”link_option_url” _module_preset=”default” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjMwNCJ9fQ==@” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]

Lewis Rosen, the founder of Rosen Group Private Wealth Management, heads up a boutique team of financial professionals who collectively have over 150 years in the financial services industry, providing holistic financial planning to Montreal and Toronto\u2019s high net worth communities.<\/p>[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Christine Cao, MSc, CFA” subtitle=”CIO & Portfolio Manager” image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/christine-cao_new.png” image_as_background=”off” button_url_new_window=”1″ _builder_version=”4.27.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM0OCJ9fQ==@” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]

Christine Cao is overseeing the investment and portfolio management at the Rosen Group Private Wealth Management. As a valued partner, she is responsible for the overall managed portfolio strategies and asset allocation for our private clients.<\/p>[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Andrew Stulberg, CFP, RRC” subtitle=”SENIOR FINANCIAL PLANNER, PRIVATE CLIENT GROUP” image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/andrew-stulberg_new.png” image_as_background=”off” button_url_new_window=”1″ _builder_version=”4.16″ _dynamic_attributes=”link_option_url” _module_preset=”default” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM0OSJ9fQ==@” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]

Andrew Stulberg has over 15 years of experience in the financial services industry, working with his clients and helping them with their financial planning needs. As a Certified Financial Planner, Andrew\u2019s approach involves\u00a0 strategies centered around cash flow, tax minimization and risk management.<\/p>[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Philippe Capelle, CPA, CFA” subtitle=”Portfolio Manager” image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2026\/06\/Philippe-Capelle_headshot_rosen.webp” image_as_background=”off” button_url_new_window=”1″ _builder_version=”4.27.6″ _dynamic_attributes=”link_option_url” _module_preset=”default” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6Ijk1OTYifX0=@” hover_enabled=”0″ global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″ title_text=”Philippe-Capelle_headshot_rosen” sticky_enabled=”0″]

Philippe Capelle plays an important role in the investment strategy and portfolio management at Rosen Group Private Wealth Management.<\/p>[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Trevor Parry, M.A., LL.B, LL.M (Tax). TEP” subtitle=”Senior Estate Planning Advisor” image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/trevor-parry_new.png” image_as_background=”off” button_url_new_window=”1″ _builder_version=”4.16″ _dynamic_attributes=”link_option_url” _module_preset=”default” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM0NyJ9fQ==@” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]

Trevor holds an undergraduate degree in History from Trinity College at the University of Toronto, a Master\u2019s Degree in History from the University of Toronto, a Bachelor of Laws degree from Queen\u2019s University and a Master of Laws in Taxation from Osgoode Hall.<\/p>[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Dan Burjoski, CLU, CFP\u00ae” subtitle=”SENIOR FINANCIAL PLANNER & INSURANCE CONSULTANT” image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2025\/07\/Dan-Burjoski_headshot_2.png” image_as_background=”off” button_url_new_window=”1″ _builder_version=”4.27.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjExNzgzIn19@” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]

Dan Burjoski challenges conventional thinking\u2014redefining how we approach insurance, tax strategy, and the boundaries of financial planning.<\/p>[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Rosie LeBlanc” subtitle=”Executive Assistant to the CEO” image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2024\/06\/rosie-leblanc_headshot_2.png” image_as_background=”off” button_url_new_window=”1″ _builder_version=”4.27.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM1MCJ9fQ==@” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]

After graduating from university, Rosie LeBlanc managed her own successful business for over a decade before being chosen by Lewis Rosen to lead his Rosen Group Private Wealth Management marketing initiatives.<\/p>[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Thanh Truong, CIM\u00ae” subtitle=”Associate Portfolio Manager & Branch Administrator” image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/thanh-truong_new-2.png” image_as_background=”off” button_url_new_window=”1″ _builder_version=”4.27.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM1MSJ9fQ==@” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]

Thanh Truong launched her exceptional financial services career in 1999. Along the way she honed her skills within the bank-owned investment firm sector and through the years she gained the perfect skill set for Rosen Group Private Wealth Management.<\/p>[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Deborah Tone” subtitle=”Executive Receptionist” image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2024\/07\/Tone_Deborah_2720_5x5_4.png” image_as_background=”off” button_url_new_window=”1″ _builder_version=”4.27.0″ _dynamic_attributes=”link_option_url” _module_preset=”default” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjczOTEifX0=@” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]

As our Executive Receptionist, Deborah leads our Yorkville office, she warmly welcomes clients, delivers exceptional customer service, and oversees the smooth operation of the office.<\/p>[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Vincent Nguyen” subtitle=”Administrative Assistant” image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2025\/10\/Vincent-Nguyen_headshot-3.png” image_as_background=”off” button_url_new_window=”1″ _builder_version=”4.27.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjEyMTM2In19@” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]

Vincent Nguyen joined our team as a dedicated Administrative Assistant, bringing a client-focused mindset and a high level of professionalism to every aspect of his work<\/p>[\/dsm_card_carousel_child][\/dsm_card_carousel][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ make_equal=”on” module_class=”align-center” _builder_version=”4.16″ _module_preset=”default” background_color=”#192D43″ use_background_color_gradient=”on” background_color_gradient_direction=”120deg” background_color_gradient_stops=”#192d43 0%|#192d43 100%” background_color_gradient_start=”#192d43″ background_color_gradient_end=”#192d43″ max_width=”800px” custom_margin=”45px|auto||auto|false|false” custom_padding=”30px|30px|30px|30px|false|false” animation_style=”slide” animation_direction=”bottom” animation_delay=”300ms” animation_intensity_slide=”5%” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”45bda54e-96c3-41cf-a663-5af8a7714565″ header_2_text_align=”center” header_2_text_color=”#FFFFFF” header_2_font_size=”28px” background_layout=”dark” custom_margin=”||||false|false” global_colors_info=”{}”]

Remembering Jim Uniacke<\/h2>[\/et_pb_text][et_pb_divider divider_weight=”2px” _builder_version=”4.16″ _module_preset=”default” width=”200px” module_alignment=”center” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” background_layout=”dark” max_width=”400px” module_alignment=”center” global_colors_info=”{}”]

We were deeply saddened to lose a good friend and valued team member when Jim passed away on Wednesday, June 4, 2014.<\/p>\n

He remains in our thoughts.<\/p>[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2021\/09\/remembering-jim.jpg” title_text=”remembering-jim” force_fullwidth=”on” _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#09131E” background_image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/03\/cta-footer-background-paralax_2.jpg” parallax=”on” custom_padding=”120px||120px||false|false” saved_tabs=”all” global_colors_info=”{}”][et_pb_row make_equal=”on” module_class=”align-center” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][dsm_typing_effect before_typing_effect=”Invest in ” typing_effect=”yourself.|your future.” typing_speed=”50ms” typing_backdelay=”3000ms” typing_cursor=”| ” _builder_version=”4.27.4″ _module_preset=”default” header_level=”h2″ header_text_color=”#FFFFFF” header_font_size=”60px” custom_margin=”||0px||false|false” header_text_align_tablet=”center” header_text_align_phone=”” header_text_align_last_edited=”on|tablet” header_font_size_tablet=”48px” header_font_size_phone=”34px” header_font_size_last_edited=”on|tablet” global_colors_info=”{}”][\/dsm_typing_effect][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#192D43″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/RJ_Correspondent-Services-Black.png” title_text=”RJ_Correspondent Services Black” _builder_version=”4.16″ _module_preset=”default” max_width=”250px” custom_margin=”||30px||false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font_size=”13px” text_line_height=”2em” background_layout=”dark” global_colors_info=”{}”]

Rosen Group Private Wealth Management has chosen Raymond James Ltd as our preferred custodian to provide safekeeping of assets, online access, and account statements to our client base.<\/p>\n

What does this mean for you as a client? You receive boutique investment management and family office services combined with the security of one of North America\u2019s most sound financial institutions. As the custodial firm reporting directly to you, Raymond James Ltd is independent of the firm managing your portfolio.<\/p>\n

Raymond James Ltd is one of North America\u2019s leading independent full-service investment dealers with an extensive presence across Canada and the United States. Rosen Group Private Wealth Management\u2019s relationship with Raymond James Ltd means that our clients have the peace of mind knowing that Raymond James Correspondent Services provides us with end-to-end solutions for all of our custodial and clearing needs.<\/p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"

Wealth management servicesMeeting the Unique Needs of Doctors, Dentists, Business Owners, Professionals and individuals who are Retired or approaching retirement.Rosen Group Private Wealth Management is a leading investment management firm.Our team provides guidance, perspective, and judgment for a select number of affluent families and fiduciaries who expect and value a higher standard of investment advice.When was your last financial checkup?We know choosing an advisor isn\u2019t always easy. You need someone who not only understands your needs and wants, but can also work with you to achieve them. We invite you to come in and meet with our team. We\u2019ll start by getting to know each other and answer any questions that you may have about our services or your current financial situation. To schedule a consultation or to learn more about our team, we invite you to fill out the following form or simply call us at your convenience.DoctorsAs a doctor, you may face many of the same issues as other affluent professionals, but you have unique needs, too.DentistsAs dentists you know what it takes to excel at the highest level. You\u2019ve put in the hard work and the results are personally satisfying and financially rewarding.Business OwnersWhether you’re looking to […]<\/p>\n","protected":false},"author":1,"featured_media":12482,"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":"\n

This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p>\n\n\n\n

Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. (And gettin' caught in the rain.)<\/p><\/blockquote>\n\n\n\n

...or something like this:<\/p>\n\n\n\n

The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.<\/p><\/blockquote>\n\n\n\n

As a new WordPress user, you should go to your dashboard<\/a> to delete this page and create new pages for your content. Have fun!<\/p>\n","_et_gb_content_width":"","footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-2","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\nRosen Group Private Wealth Management<\/title>\n<meta name=\"description\" content=\"Wealth management services meeting the unique needs of Doctors, Dentists, & Business Owners.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rosengroup.ca\/fr\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Rosen Group Private Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Wealth management services meeting the unique needs of Doctors, Dentists, & Business Owners.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/rosengroup.ca\/fr\/\" \/>\n<meta property=\"og:site_name\" content=\"Rosen Group Private Wealth Management\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-25T15:01:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/rosengroup.ca\/wp-content\/uploads\/2026\/06\/site-image_1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2500\" \/>\n\t<meta property=\"og:image:height\" content=\"1500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimation du temps de lecture\" \/>\n\t<meta name=\"twitter:data1\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/rosengroup.ca\\\/\",\"url\":\"https:\\\/\\\/rosengroup.ca\\\/\",\"name\":\"Rosen Group Private Wealth Management\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/rosengroup.ca\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/rosengroup.ca\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/rosengroup.ca\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/rosengroup.ca\\\/wp-content\\\/uploads\\\/2026\\\/06\\\/site-image_1.jpg\",\"datePublished\":\"2021-08-27T20:55:26+00:00\",\"dateModified\":\"2026-06-25T15:01:06+00:00\",\"description\":\"Wealth management services meeting the unique needs of Doctors, Dentists, & Business Owners.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/rosengroup.ca\\\/#breadcrumb\"},\"inLanguage\":\"fr-CA\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/rosengroup.ca\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-CA\",\"@id\":\"https:\\\/\\\/rosengroup.ca\\\/#primaryimage\",\"url\":\"https:\\\/\\\/rosengroup.ca\\\/wp-content\\\/uploads\\\/2026\\\/06\\\/site-image_1.jpg\",\"contentUrl\":\"https:\\\/\\\/rosengroup.ca\\\/wp-content\\\/uploads\\\/2026\\\/06\\\/site-image_1.jpg\",\"width\":2500,\"height\":1500},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/rosengroup.ca\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/rosengroup.ca\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Home\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/rosengroup.ca\\\/#website\",\"url\":\"https:\\\/\\\/rosengroup.ca\\\/\",\"name\":\"Rosen Group Private Wealth Management\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/rosengroup.ca\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/rosengroup.ca\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-CA\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/rosengroup.ca\\\/#organization\",\"name\":\"Rosen Group Private Wealth Management\",\"url\":\"https:\\\/\\\/rosengroup.ca\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-CA\",\"@id\":\"https:\\\/\\\/rosengroup.ca\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/rosengroup.ca\\\/wp-content\\\/uploads\\\/2022\\\/02\\\/Rosen-Group-logo-gold.png\",\"contentUrl\":\"https:\\\/\\\/rosengroup.ca\\\/wp-content\\\/uploads\\\/2022\\\/02\\\/Rosen-Group-logo-gold.png\",\"width\":2000,\"height\":295,\"caption\":\"Rosen Group Private Wealth Management\"},\"image\":{\"@id\":\"https:\\\/\\\/rosengroup.ca\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Groupe Rosen Gestion priv\u00e9e de patrimoine Lt\u00e9e","description":"Wealth management services meeting the unique needs of Doctors, Dentists, & Business Owners.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/rosengroup.ca\/fr\/","og_locale":"fr_CA","og_type":"article","og_title":"Rosen Group Private Wealth Management","og_description":"Wealth management services meeting the unique needs of Doctors, Dentists, & Business Owners.","og_url":"https:\/\/rosengroup.ca\/fr\/","og_site_name":"Rosen Group Private Wealth Management","article_modified_time":"2026-06-25T15:01:06+00:00","og_image":[{"width":2500,"height":1500,"url":"https:\/\/rosengroup.ca\/wp-content\/uploads\/2026\/06\/site-image_1.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Estimation du temps de lecture":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/rosengroup.ca\/","url":"https:\/\/rosengroup.ca\/","name":"Groupe Rosen Gestion priv\u00e9e de patrimoine Lt\u00e9e","isPartOf":{"@id":"https:\/\/rosengroup.ca\/#website"},"primaryImageOfPage":{"@id":"https:\/\/rosengroup.ca\/#primaryimage"},"image":{"@id":"https:\/\/rosengroup.ca\/#primaryimage"},"thumbnailUrl":"https:\/\/rosengroup.ca\/wp-content\/uploads\/2026\/06\/site-image_1.jpg","datePublished":"2021-08-27T20:55:26+00:00","dateModified":"2026-06-25T15:01:06+00:00","description":"Wealth management services meeting the unique needs of Doctors, Dentists, & Business Owners.","breadcrumb":{"@id":"https:\/\/rosengroup.ca\/#breadcrumb"},"inLanguage":"fr-CA","potentialAction":[{"@type":"ReadAction","target":["https:\/\/rosengroup.ca\/"]}]},{"@type":"ImageObject","inLanguage":"fr-CA","@id":"https:\/\/rosengroup.ca\/#primaryimage","url":"https:\/\/rosengroup.ca\/wp-content\/uploads\/2026\/06\/site-image_1.jpg","contentUrl":"https:\/\/rosengroup.ca\/wp-content\/uploads\/2026\/06\/site-image_1.jpg","width":2500,"height":1500},{"@type":"BreadcrumbList","@id":"https:\/\/rosengroup.ca\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/rosengroup.ca\/"},{"@type":"ListItem","position":2,"name":"Home"}]},{"@type":"WebSite","@id":"https:\/\/rosengroup.ca\/#website","url":"https:\/\/rosengroup.ca\/","name":"Groupe Rosen Gestion priv\u00e9e de patrimoine Lt\u00e9e","description":"","publisher":{"@id":"https:\/\/rosengroup.ca\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/rosengroup.ca\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-CA"},{"@type":"Organization","@id":"https:\/\/rosengroup.ca\/#organization","name":"Groupe Rosen Gestion priv\u00e9e de patrimoine Lt\u00e9e","url":"https:\/\/rosengroup.ca\/","logo":{"@type":"ImageObject","inLanguage":"fr-CA","@id":"https:\/\/rosengroup.ca\/#\/schema\/logo\/image\/","url":"https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/Rosen-Group-logo-gold.png","contentUrl":"https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/Rosen-Group-logo-gold.png","width":2000,"height":295,"caption":"Rosen Group Private Wealth Management"},"image":{"@id":"https:\/\/rosengroup.ca\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/pages\/2","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/comments?post=2"}],"version-history":[{"count":0,"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/pages\/2\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/media\/12482"}],"wp:attachment":[{"href":"https:\/\/rosengroup.ca\/fr\/wp-json\/wp\/v2\/media?parent=2"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}