{"id":289,"date":"2021-09-24T16:17:49","date_gmt":"2021-09-24T20:17:49","guid":{"rendered":"https:\/\/rosengroup.ca\/?page_id=289"},"modified":"2026-02-19T15:33:52","modified_gmt":"2026-02-19T20:33:52","slug":"team","status":"publish","type":"page","link":"https:\/\/rosengroup.ca\/fr\/team\/","title":{"rendered":"Team"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#09131E” use_background_color_gradient=”on” background_color_gradient_stops=”rgba(9,19,30,0.85) 0%|rgba(9,19,30,0.85) 100%” background_color_gradient_overlays_image=”on” background_color_gradient_start=”rgba(9,19,30,0.85)” background_color_gradient_end=”rgba(9,19,30,0.85)” background_image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2021\/09\/advisory-team-working-together.jpg” custom_padding=”120px||120px||false|false” custom_css_main_element=”background-position: 50% 32%;” 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_text _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” custom_margin=”||8px||false|false” global_colors_info=”{}”]<\/p>\n

Your Team<\/h4>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” background_layout=”dark” max_width_tablet=”500px” max_width_phone=”” max_width_last_edited=”on|tablet” module_alignment=”center” module_alignment_tablet=”center” module_alignment_phone=”” module_alignment_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n

The Rosen Group Private Wealth Management Advisory Team<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” 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_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Lewis Rosen founded Rosen Group Private Wealth Management to provide Wealth Management solutions for Doctors, Dentists, Business Owners, Professionals, and Retirees.<\/p>\n

This concentrated focus, coupled with a very unique perspective, gives the team an unparalleled understanding of the sophisticated investment, tax and risk management strategies needed to create a successful wealth plan that enhances and preserves clients\u2019 individual needs.<\/p>\n

The Rosen Group Private Wealth Management advisory team specializes in active, pension style investment management as they construct custom portfolios with a focus on handpicked individual securities. They hold the belief that active management along with customized portfolios is a more efficient way of managing risk and reducing costs for their clients.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” _builder_version=”4.25.1″ _module_preset=”default” max_width=”850px” custom_margin=”60px||||false|false” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.25.1″ _dynamic_attributes=”link_option_url” _module_preset=”default” custom_padding=”||20px||false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjMwNCJ9fQ==@” global_colors_info=”{}”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/lewis-rosen_new.png” alt=”Lewis Rosen” align=”center” _builder_version=”4.27.4″ _module_preset=”default” width=”170px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”11bdff53-0f60-41da-9bfc-0062fc547638″ global_colors_info=”{}”]<\/p>\n

Lewis Rosen<\/h3>\n

CEO & FOUNDER<\/h4>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjMwNCJ9fQ==@” button_text=”Read More” button_alignment=”center” _builder_version=”4.16″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.1″ _dynamic_attributes=”link_option_url” _module_preset=”default” custom_padding=”||20px||false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM0OCJ9fQ==@” global_colors_info=”{}”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/christine-cao_new.png” alt=”Christine Cao” align=”center” _builder_version=”4.27.4″ _module_preset=”default” width=”170px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”11bdff53-0f60-41da-9bfc-0062fc547638″ global_colors_info=”{}”]<\/p>\n

Christine Cao, MSc, CFA<\/h3>\n

CIO & Portfolio Manager<\/h4>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM0OCJ9fQ==@” button_text=”Read More” button_alignment=”center” _builder_version=”4.16″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” locked=”off” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.1″ _dynamic_attributes=”link_option_url” _module_preset=”default” custom_padding=”||20px||false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM0OSJ9fQ==@” global_colors_info=”{}”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/andrew-stulberg_new.png” alt=”Andrew Stulberg” align=”center” _builder_version=”4.27.4″ _module_preset=”default” width=”170px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”11bdff53-0f60-41da-9bfc-0062fc547638″ global_colors_info=”{}”]<\/p>\n

Andrew Stulberg, CFP, RRC<\/h3>\n

SENIOR FINANCIAL PLANNER, PRIVATE CLIENT GROUP<\/h4>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM0OSJ9fQ==@” button_text=”Read More” button_alignment=”center” _builder_version=”4.16″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” 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” max_width=”850px” custom_margin=”60px||||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”1_3″ _builder_version=”4.27.3″ _dynamic_attributes=”link_option_url” _module_preset=”default” custom_padding=”||20px||false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6Ijk1OTYifX0=@” global_colors_info=”{}”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2024\/11\/Philippe-Capelle_headshot-1.png” alt=”Philippe Capelle” align=”center” _builder_version=”4.27.4″ _module_preset=”default” width=”170px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”11bdff53-0f60-41da-9bfc-0062fc547638″ global_colors_info=”{}”]<\/p>\n

Philippe Capelle, CPA, CFA<\/h3>\n

Portfolio Manager<\/h4>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6Ijk1OTYifX0=@” button_text=”Read More” button_alignment=”center” _builder_version=”4.27.3″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” locked=”off” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.25.1″ _dynamic_attributes=”link_option_url” _module_preset=”default” custom_padding=”||20px||false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM0NyJ9fQ==@” global_colors_info=”{}”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/trevor-parry_new.png” alt=”Trevor Parry” align=”center” _builder_version=”4.27.4″ _module_preset=”default” width=”170px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”11bdff53-0f60-41da-9bfc-0062fc547638″ global_colors_info=”{}”]<\/p>\n

Trevor Parry, M.A., LL.B, LL.M (Tax). TEP<\/h3>\n

Senior Estate Planning Advisor<\/h4>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM0NyJ9fQ==@” button_text=”Read More” button_alignment=”center” _builder_version=”4.16″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” locked=”off” 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” custom_padding=”||20px||false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjExNzgzIn19@” global_colors_info=”{}”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2025\/07\/Dan-Burjoski_headshot_2.png” alt=”Dan Burjoski, CLU, CFP\u00ae” align=”center” _builder_version=”4.27.4″ _module_preset=”default” width=”170px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”11bdff53-0f60-41da-9bfc-0062fc547638″ global_colors_info=”{}”]<\/p>\n

Dan Burjoski, CLU, CFP\u00ae<\/h3>\n

SENIOR FINANCIAL PLANNER & INSURANCE CONSULTANT<\/h4>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjExNzgzIn19@” button_text=”Read More” button_alignment=”center” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” locked=”off” 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=”4.27.5″ _module_preset=”default” max_width=”850px” custom_margin=”60px||||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” custom_padding=”||20px||false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM1MCJ9fQ==@” global_colors_info=”{}”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2024\/06\/rosie-leblanc_headshot_2.png” alt=”Rosie LeBlanc” align=”center” _builder_version=”4.27.4″ _module_preset=”default” width=”170px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”11bdff53-0f60-41da-9bfc-0062fc547638″ module_alignment=”center” global_colors_info=”{}”]<\/p>\n

Rosie LeBlanc<\/h3>\n

Executive Assistant to the CEO<\/h4>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM1MCJ9fQ==@” button_text=”Read More” button_alignment=”center” _builder_version=”4.16″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” locked=”off” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” custom_padding=”||20px||false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM1MSJ9fQ==@” global_colors_info=”{}”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/thanh-truong_new-2.png” alt=”Thanh Truong” align=”center” _builder_version=”4.27.4″ _module_preset=”default” width=”170px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”11bdff53-0f60-41da-9bfc-0062fc547638″ global_colors_info=”{}”]<\/p>\n

Thanh Truong, CIM\u00ae<\/h3>\n

Associate Portfolio Manager & Branch Administrator<\/h4>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM1MSJ9fQ==@” button_text=”Read More” button_alignment=”center” _builder_version=”4.16″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” locked=”off” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.0″ _dynamic_attributes=”link_option_url” _module_preset=”default” custom_padding=”||20px||false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjczOTEifX0=@” global_colors_info=”{}”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2024\/07\/Tone_Deborah_2720_5x5_4.png” alt=”Deborah Tone” align=”center” _builder_version=”4.27.4″ _module_preset=”default” width=”170px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.0″ _module_preset=”11bdff53-0f60-41da-9bfc-0062fc547638″ global_colors_info=”{}”]<\/p>\n

Deborah Tone<\/h3>\n

Executive Receptionist<\/h4>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjczOTEifX0=@” button_text=”Read More” button_alignment=”center” _builder_version=”4.27.0″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” locked=”off” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” _builder_version=”4.27.4″ _module_preset=”default” max_width=”850px” custom_margin=”60px||||false|false” custom_css_free_form=”selector.et_pb_row {|| display: flex;|| -webkit-box-pack: center;|| -ms-flex-pack: center;|| justify-content: center;||}” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” custom_padding=”||20px||false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjEyMTM2In19@” global_colors_info=”{}”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2025\/10\/Vincent-Nguyen_headshot-3.png” alt=”Deborah Tone” title_text=”Vincent-Nguyen_headshot-3″ align=”center” _builder_version=”4.27.4″ _module_preset=”default” width=”170px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”11bdff53-0f60-41da-9bfc-0062fc547638″ global_colors_info=”{}”]<\/p>\n

Vincent Nguyen<\/h3>\n

Administrative Assistant<\/h4>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjEyMTM2In19@” button_text=”Read More” button_alignment=”center” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” locked=”off” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ disabled_on=”on|on|on” _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”||20px||false|false” disabled=”on” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” disabled_on=”on|on|on” _builder_version=”4.27.4″ _module_preset=”default” max_width=”850px” custom_margin=”60px||||false|false” disabled=”on” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.0″ _dynamic_attributes=”link_option_url” _module_preset=”default” custom_padding=”||20px||false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjcyMTgifX0=@” global_colors_info=”{}”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2024\/06\/Sarah-Rosenberg_headshot_sm.png” title_text=”thanh-truong_new-2″ align=”center” _builder_version=”4.25.1″ _module_preset=”default” width=”170px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.25.1″ _module_preset=”11bdff53-0f60-41da-9bfc-0062fc547638″ global_colors_info=”{}”]<\/p>\n

Sarah Rosenberg<\/h3>\n

Human Resources Assistant<\/h4>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjcyMTgifX0=@” button_text=”Read More” button_alignment=”center” _builder_version=”4.25.1″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” locked=”off” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.0″ _dynamic_attributes=”link_option_url” _module_preset=”default” custom_padding=”||20px||false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjcyMTgifX0=@” global_colors_info=”{}”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/frank-rosen_new.png” title_text=”frank-rosen_new” align=”center” _builder_version=”4.25.1″ _module_preset=”default” width=”170px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.2″ _module_preset=”11bdff53-0f60-41da-9bfc-0062fc547638″ global_colors_info=”{}”]<\/p>\n

Frank Rosen<\/h3>\n

Administrative Assistant<\/span><\/h4>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM1MiJ9fQ==@” button_text=”Read More” button_alignment=”center” _builder_version=”4.16″ _dynamic_attributes=”button_url” _module_preset=”237bc5d5-577e-4325-8acc-1d0169a83132″ positioning=”absolute” position_origin_a=”bottom_center” locked=”off” global_colors_info=”{}”][\/et_pb_button][\/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″ background_color_gradient_direction=”120deg” max_width=”800px” custom_margin=”70px|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%” locked=”off” 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=”{}”]<\/p>\n

Remembering Jim Uniacke<\/h2>\n

[\/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=”{}”]<\/p>\n

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>\n

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Your TeamThe Rosen Group Private Wealth Management Advisory TeamLewis Rosen founded Rosen Group Private Wealth Management to provide Wealth Management solutions for Doctors, Dentists, Business Owners, Professionals, and Retirees. This concentrated focus, coupled with a very unique perspective, gives the team an unparalleled understanding of the sophisticated investment, tax and risk management strategies needed to create a successful wealth plan that enhances and preserves clients\u2019 individual needs. The Rosen Group Private Wealth Management advisory team specializes in active, pension style investment management as they construct custom portfolios with a focus on handpicked individual securities. They hold the belief that active management along with customized portfolios is a more efficient way of managing risk and reducing costs for their clients.Lewis Rosen CEO & FOUNDERChristine Cao, MSc, CFA CIO & Portfolio ManagerAndrew Stulberg, CFP, RRC SENIOR FINANCIAL PLANNER, PRIVATE CLIENT GROUPPhilippe Capelle, CPA, CFA Portfolio ManagerTrevor Parry, M.A., LL.B, LL.M (Tax). TEP Senior Estate Planning AdvisorDan Burjoski, CLU, CFP\u00ae SENIOR FINANCIAL PLANNER & INSURANCE CONSULTANTRosie LeBlanc Executive Assistant to the CEOThanh Truong, CIM\u00ae Associate Portfolio Manager & Branch AdministratorDeborah Tone Executive ReceptionistVincent Nguyen Administrative AssistantSarah Rosenberg Human Resources AssistantFrank Rosen Administrative AssistantRemembering Jim UniackeWe were deeply saddened to lose a good friend […]<\/p>\n","protected":false},"author":1,"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-289","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nYour Team | Rosen Group Private Wealth Management<\/title>\n<meta name=\"description\" content=\"Lewis Rosen founded Rosen Group Private Wealth 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