{"id":304,"date":"2021-09-24T16:57:06","date_gmt":"2021-09-24T20:57:06","guid":{"rendered":"https:\/\/rosengroup.ca\/?page_id=304"},"modified":"2025-04-22T09:54:54","modified_gmt":"2025-04-22T13:54:54","slug":"lewis-rosen","status":"publish","type":"page","link":"https:\/\/rosengroup.ca\/fr\/team\/lewis-rosen\/","title":{"rendered":"Lewis\u00a0Rosen"},"content":{"rendered":"

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CEO & Founder<\/p>\n

[\/et_pb_text][et_pb_social_media_follow use_icon_font_size=”on” icon_font_size=”24px” _builder_version=”4.27.4″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|tablet” transform_translate_tablet=”-10px|0px” transform_translate_phone=”” transform_translate_last_edited=”on|tablet” transform_translate_linked_tablet=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|tablet” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|tablet” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|tablet” transform_styles_last_edited=”on|tablet” positioning=”absolute” position_origin_a=”bottom_right” vertical_offset=”30px” vertical_offset_tablet=”0px” vertical_offset_phone=”” vertical_offset_last_edited=”on|tablet” position_origin_a_tablet=”” 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|desktop” position_origin_r_tablet=”” position_origin_r_phone=”” position_origin_r_last_edited=”on|desktop” text_orientation=”center” hover_enabled=”0″ transform_styles_tablet=”” transform_styles_phone=”” positioning_tablet=”relative” positioning_phone=”” positioning_last_edited=”on|tablet” text_orientation_tablet=”left” text_orientation_phone=”” text_orientation_last_edited=”on|tablet” global_colors_info=”{}” sticky_enabled=”0″][et_pb_social_media_follow_network social_network=”linkedin” url=”https:\/\/www.linkedin.com\/in\/lewisrosen\/” _builder_version=”4.27.4″ _module_preset=”default” background_color=”RGBA(0,0,0,0)” background_enable_color=”on” hover_enabled=”0″ global_colors_info=”{}” icon_color__hover_enabled=”on|hover” icon_color__hover=”#C9B381″ follow_button=”off” url_new_window=”on” sticky_enabled=”0″]linkedin[\/et_pb_social_media_follow_network][\/et_pb_social_media_follow][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” pac_drh_add_staking_order_tab=”pac_drh_order_tab_two” pac_drh_add_staking_order_mob=”pac_drh_order_mob_one” global_colors_info=”{}”][et_pb_image src=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9mZWF0dXJlZF9pbWFnZSIsInNldHRpbmdzIjp7fX0=@” align_tablet=”” align_phone=”center” align_last_edited=”on|phone” _builder_version=”4.16″ _dynamic_attributes=”src” _module_preset=”default” position_origin_a_tablet=”bottom_right” position_origin_a_phone=”” position_origin_a_last_edited=”on|tablet” 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” width_tablet=”100%” width_phone=”” width_last_edited=”on|tablet” max_width_tablet=”300px” max_width_phone=”” max_width_last_edited=”on|tablet” module_alignment=”center” custom_margin_tablet=”||||false|false” custom_margin_phone=”||30px||false|false” custom_margin_last_edited=”on|phone” positioning_tablet=”absolute” positioning_phone=”none” positioning_last_edited=”on|phone” module_alignment_tablet=”left” module_alignment_phone=”center” module_alignment_last_edited=”on|tablet” 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” z_index=”1″ locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”2_3,1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”none” _builder_version=”4.27.4″ _module_preset=”fea687a8-ee18-4e3d-8a22-f8632c6d89c1″ global_colors_info=”{}”]Lewis Rosen, founder of Rosen Group Private Wealth Management Ltd., leads a boutique team of financial professionals with over 150 years of combined experience in the financial services industry. Together, they provide comprehensive financial planning to high-net-worth individuals in Montreal and Toronto.<\/p>\n

Lewis and his team are regarded for their tailored tax reduction strategies and advanced wealth management techniques. Lewis shares his knowledge on his radio show, \u201cSmart Money\u201d on CJAD, where he covers a variety of financial topics, from protecting investment portfolios to insurance and estate planning. He is also featured in numerous newspapers and magazines. His team focuses on investment strategies, tax planning, and estate planning for doctors, dentists, and business owners. With an emphasis on building lasting relationships, they work with clients who align with their disciplined, diversified approach to wealth management.<\/p>\n

As a respected public speaker, Lewis has delivered hundreds of lectures on wealth management and has trained over 1,000 financial planners nationwide. His expertise is often sought by other advisors for motivation and education.<\/p>\n

Despite managing substantial client assets, Lewis and his team remain committed to offering a personalized approach to every client. Lewis is happily married and a proud father of three.[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Email” _builder_version=”4.16″ _module_preset=”b18aa299-c1f5-4ae3-b770-57d8a90417d6″ body_text_color=”#000000″ background_color=”#F7F7F7″ text_orientation=”center” custom_margin=”0px||0px||false|false” custom_padding=”15px|30px|15px|30px|false|false” link_option_url=”mailto:Lewis@RosenGroup.ca” global_colors_info=”{}” body_text_color__hover=”#666666″ background__hover_enabled=”on|hover” background_color__hover=”#eeeeee” background_enable_color__hover=”on”]<\/p>\n

Lewis@RosenGroup.ca<\/p>\n

[\/et_pb_blurb][et_pb_blurb title=”Montreal” _builder_version=”4.16″ _module_preset=”b18aa299-c1f5-4ae3-b770-57d8a90417d6″ body_text_color=”#000000″ background_color=”#F7F7F7″ text_orientation=”center” custom_margin=”8px||0px||false|false” custom_padding=”15px|30px|15px|30px|false|false” link_option_url=”tel:+15147825966″ global_colors_info=”{}” body_text_color__hover=”#666666″ background__hover_enabled=”on|hover” background_color__hover=”#eeeeee” background_enable_color__hover=”on”]<\/p>\n

Pointe-Claire Office<\/h5>\n

514-782-5966<\/p>\n

[\/et_pb_blurb][et_pb_blurb title=”Toronto ” _builder_version=”4.16″ _module_preset=”b18aa299-c1f5-4ae3-b770-57d8a90417d6″ body_text_color=”#000000″ background_color=”#F7F7F7″ text_orientation=”center” custom_margin=”8px||8px||false|false” custom_padding=”15px|30px|15px|30px|false|false” link_option_url=”tel:+14167777176″ global_colors_info=”{}” body_text_color__hover=”#666666″ background__hover_enabled=”on|hover” background_color__hover=”#eeeeee” background_enable_color__hover=”on”]<\/p>\n

Yorkville Office<\/h5>\n

416-777-7176<\/p>\n

[\/et_pb_blurb][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/03\/lewis-rosen_qr-code_new.png” title_text=”qr-lewis-rosen” _builder_version=”4.16″ _module_preset=”6997b598-46f0-49e0-ae8b-f8c3952d4614″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_4_font=”Mulish|300|||||||” header_4_text_color=”#000000″ header_4_letter_spacing=”0px” background_color=”#F7F7F7″ text_orientation=”center” custom_padding=”0px|30px|30px|30px|false|false” global_colors_info=”{}”]<\/p>\n

Hold your smartphone over the QR Code to download Lewis\u2019 virtual business card<\/h4>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#F7F7F7″ use_background_color_gradient=”on” background_color_gradient_direction=”120deg” background_color_gradient_stops=”rgba(247,247,247,0.95) 0%|rgba(247,247,247,0.98) 100%” background_color_gradient_overlays_image=”on” background_color_gradient_start=”rgba(247,247,247,0.95)” background_color_gradient_end=”rgba(247,247,247,0.98)” background_image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2021\/09\/financial-charts-background.jpg” 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” header_2_font_size=”42px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Awards<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”|700|||||||” text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Lewis is recognized with the following achievements:<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”60px||||false|false” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][dsm_icon_list _builder_version=”4.16″ _module_preset=”653c7c1d-29bd-4661-8f4d-dc1457990974″ global_colors_info=”{}”][dsm_icon_list_child text=”2021 Chairman\u2019s Council Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2021 Global Top 50 Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2020 Chairman\u2019s Council Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2020 Global Top 50 Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2019 Chairman\u2019s Council Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2019 Global Top 50 Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2018 Chairman’s Council Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2018 Global Top 50 Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2017 Chairman\u2019s Council Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2017 Global Top 50 Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][dsm_icon_list _builder_version=”4.16″ _module_preset=”653c7c1d-29bd-4661-8f4d-dc1457990974″ global_colors_info=”{}”][dsm_icon_list_child text=”2016 Chairman’s Council Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2016 Global Top 50 Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2015 Chairman’s Council Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2015 Global Top 50 Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2014 Chairman’s Council Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2014 Appointed Senior Vice President” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2013 Executive Council Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2012 Appointed Vice President” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2011 Presidents Elite Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2011 Inner Circle Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][dsm_icon_list _builder_version=”4.16″ _module_preset=”653c7c1d-29bd-4661-8f4d-dc1457990974″ global_colors_info=”{}”][dsm_icon_list_child text=”2010 Presidents Elite Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2010 Inner Circle Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2009 Presidents Elite Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2009 Inner Circle Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2008 Presidents Elite Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2007 Presidents Elite Qualifier” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2006 Appointed Division Director” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2006 Pillar Award Recipient” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2005 Pillar Award Recipient” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][dsm_icon_list_child text=”2004 Pillar Award Recipient” font_icon=”L||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.10.8″ _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” global_module=”868″ saved_tabs=”all” global_colors_info=”{}”][et_pb_row make_equal=”on” module_class=”align-center” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ 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CEO & FounderLewis Rosen, founder of Rosen Group Private Wealth Management Ltd., leads a boutique team of financial professionals with over 150 years of combined experience in the financial services industry. Together, they provide comprehensive financial planning to high-net-worth individuals in Montreal and Toronto. Lewis and his team are regarded for their tailored tax reduction strategies and advanced wealth management techniques. Lewis shares his knowledge on his radio show, \u201cSmart Money\u201d on CJAD, where he covers a variety of financial topics, from protecting investment portfolios to insurance and estate planning. He is also featured in numerous newspapers and magazines. His team focuses on investment strategies, tax planning, and estate planning for doctors, dentists, and business owners. With an emphasis on building lasting relationships, they work with clients who align with their disciplined, diversified approach to wealth management. As a respected public speaker, Lewis has delivered hundreds of lectures on wealth management and has trained over 1,000 financial planners nationwide. His expertise is often sought by other advisors for motivation and education. Despite managing substantial client assets, Lewis and his team remain committed to offering a personalized approach to every client. Lewis is happily married and a proud father of three.Lewis@RosenGroup.caPointe-Claire […]<\/p>\n","protected":false},"author":1,"featured_media":535,"parent":289,"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-304","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\nLewis Rosen | Team | Rosen Group Private Wealth Management<\/title>\n<meta name=\"description\" content=\"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.\" \/>\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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