{"id":419,"date":"2021-09-27T15:26:47","date_gmt":"2021-09-27T19:26:47","guid":{"rendered":"https:\/\/rosengroup.ca\/?page_id=419"},"modified":"2026-05-15T09:50:59","modified_gmt":"2026-05-15T13:50:59","slug":"client-referrals","status":"publish","type":"page","link":"https:\/\/rosengroup.ca\/fr\/client-referrals\/","title":{"rendered":"Recommandation de client"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;#f7f7f7 0%|#ffffff 100%&#8221; background_color_gradient_start=&#8221;#f7f7f7&#8243; background_color_gradient_end=&#8221;#ffffff&#8221; custom_padding=&#8221;||0px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; header_4_text_color=&#8221;#86754E&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;||8px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>Contact Us<\/h4>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; header_text_color=&#8221;#000000&#8243; text_orientation=&#8221;center&#8221; background_layout=&#8221;dark&#8221; max_width_tablet=&#8221;500px&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|tablet&#8221; module_alignment_tablet=&#8221;center&#8221; module_alignment_phone=&#8221;&#8221; module_alignment_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Client Referrals<\/h1>\n<p>[\/et_pb_text][et_pb_divider divider_weight=&#8221;2px&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; width=&#8221;200px&#8221; module_alignment=&#8221;center&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;3_5,2_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>A number of our clients have asked us to speak with their friends, family members or colleagues about how we can help them solve their financial challenges.<\/p>\n<p>We are honored to receive requests and it is a privilege to accommodate them. If there\u2019s someone you think we should know, we first want you to be aware of how we approach such requests:<\/p>\n<p>[\/et_pb_text][dsm_icon_list icon_padding=&#8221;6px&#8221; list_vertical_alignment=&#8221;flex-start&#8221; list_space_between=&#8221;12px&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; max_width=&#8221;500px&#8221; global_colors_info=&#8221;{}&#8221;][dsm_icon_list_child text=&#8221;Confidentiality is the cornerstone of our business;&#8221; font_icon=&#8221;&#x45;||divi||400&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/dsm_icon_list_child][dsm_icon_list_child text=&#8221;We never discuss any client relationship with third parties without the client\u2019s explicit permission.&#8221; font_icon=&#8221;&#x45;||divi||400&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/dsm_icon_list_child][dsm_icon_list_child text=&#8221;We guarantee thoughtful and courteous service.&#8221; font_icon=&#8221;&#x45;||divi||400&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/dsm_icon_list_child][dsm_icon_list_child text=&#8221;We never offer advice without thoroughly understanding the client\u2019s specific needs.&#8221; font_icon=&#8221;&#x45;||divi||400&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/dsm_icon_list_child][\/dsm_icon_list][dsm_pricelist _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/dsm_pricelist][dsm_contact_form_7 cf7_library=&#8221;422&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; labels_font=&#8221;|700||on|||||&#8221; labels_letter_spacing=&#8221;2px&#8221; custom_margin=&#8221;30px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/dsm_contact_form_7][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;45px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>*In accordance with privacy legislation, the individuals you are referring must consent to their information being provided to us.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#F7F7F7&#8243; custom_padding=&#8221;30px|3%|30px|3%|false|true&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text module_class=&#8221;footer-heading&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_4_font=&#8221;Mulish|700||on|||||&#8221; header_4_text_color=&#8221;#86754E&#8221; header_5_font=&#8221;Mulish|||on|||||&#8221; header_5_font_size=&#8221;14px&#8221; header_5_letter_spacing=&#8221;1px&#8221; custom_margin=&#8221;||||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>Toronto<\/h4>\n<h5>Yorkville Office<\/h5>\n<p>166 Davenport Road<br \/>Toronto, Ontario M5R 1J2<\/p>\n<p><strong>T:<\/strong> 416-777-7176<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/goo.gl\/maps\/biszEa2qDFrecKdv9&#8243; url_new_window=&#8221;on&#8221; button_text=&#8221;Map &#038; Directions&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;237bc5d5-577e-4325-8acc-1d0169a83132&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][et_pb_text disabled_on=&#8221;off|off|off&#8221; module_class=&#8221;footer-heading&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_4_font=&#8221;Mulish|700||on|||||&#8221; header_4_text_color=&#8221;#86754E&#8221; header_5_font=&#8221;Mulish|||on|||||&#8221; header_5_font_size=&#8221;14px&#8221; header_5_letter_spacing=&#8221;1px&#8221; custom_margin=&#8221;40px||||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h5>Oakville Office<\/h5>\n<p>2010 Winston Park Drive<br \/>Suite 200<br \/>Oakville, ON L6H 5R7<\/p>\n<p><strong>T:<\/strong> 437-425-2880<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/maps.app.goo.gl\/rikBazR7RDXk45Tx5&#8243; url_new_window=&#8221;on&#8221; button_text=&#8221;Map &#038; Directions&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;237bc5d5-577e-4325-8acc-1d0169a83132&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][et_pb_text disabled_on=&#8221;off|off|off&#8221; module_class=&#8221;footer-heading&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; header_4_font=&#8221;Mulish|700||on|||||&#8221; header_4_text_color=&#8221;#86754E&#8221; header_5_font=&#8221;Mulish|||on|||||&#8221; header_5_font_size=&#8221;14px&#8221; header_5_letter_spacing=&#8221;1px&#8221; custom_margin=&#8221;40px||||false|false&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243; locked=&#8221;off&#8221;]<\/p>\n<h4>Ajax<\/h4>\n<h5>Ajax Office<\/h5>\n<p>555 Kingston Rd W<br \/>Ajax, ON<br \/>L1S 6M1<\/p>\n<p><strong>T: <\/strong>437-918-9477<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/maps.app.goo.gl\/hSJRAecdsthi615o8&#8243; url_new_window=&#8221;on&#8221; button_text=&#8221;Map &#038; Directions&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;237bc5d5-577e-4325-8acc-1d0169a83132&#8243; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243; locked=&#8221;off&#8221;][\/et_pb_button][et_pb_text module_class=&#8221;footer-heading&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_4_font=&#8221;Mulish|700||on|||||&#8221; header_4_text_color=&#8221;#86754E&#8221; header_5_font=&#8221;Mulish|||on|||||&#8221; header_5_font_size=&#8221;14px&#8221; header_5_letter_spacing=&#8221;1px&#8221; custom_margin=&#8221;40px||||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>Montreal<\/h4>\n<h5>Pointe-Claire Office<\/h5>\n<p>1 Holiday Avenue, East Tower<br \/>Suite 305<br \/>Pointe-Claire, QC H9R 5N3<\/p>\n<p><strong>T:<\/strong> 514-782-5966<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/goo.gl\/maps\/fXjXpVLngyk&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Map &#038; Directions&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;237bc5d5-577e-4325-8acc-1d0169a83132&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Contact UsClient ReferralsA number of our clients have asked us to speak with their friends, family members or colleagues about how we can help them solve their financial challenges. We are honored to receive requests and it is a privilege to accommodate them. If there\u2019s someone you think we should know, we first want you to be aware of how we approach such requests:<div class=\"et_pb_module dsm_icon_list dsm_icon_list_0\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module_inner\">\n\t\t\t\t\t<ul class=\"dsm_icon_list_items dsm_icon_list_ltr_direction dsm_icon_list_layout_vertical\"><li class=\"dsm_icon_list_child dsm_icon_list_child_0\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"dsm_icon_list_wrapper\"><span class=\"dsm_icon_list_icon\">E<\/span><\/span><span class=\"dsm_icon_list_text\">Confidentiality is the cornerstone of our business;<\/span>\n\t\t\t<\/li><li class=\"dsm_icon_list_child dsm_icon_list_child_1\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"dsm_icon_list_wrapper\"><span class=\"dsm_icon_list_icon\">E<\/span><\/span><span class=\"dsm_icon_list_text\">We never discuss any client relationship with third parties without the client\u2019s explicit permission.<\/span>\n\t\t\t<\/li><li class=\"dsm_icon_list_child dsm_icon_list_child_2\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"dsm_icon_list_wrapper\"><span class=\"dsm_icon_list_icon\">E<\/span><\/span><span class=\"dsm_icon_list_text\">We guarantee thoughtful and courteous service.<\/span>\n\t\t\t<\/li><li class=\"dsm_icon_list_child dsm_icon_list_child_3\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"dsm_icon_list_wrapper\"><span class=\"dsm_icon_list_icon\">E<\/span><\/span><span class=\"dsm_icon_list_text\">We never offer advice without thoroughly understanding the client\u2019s specific needs.<\/span>\n\t\t\t<\/li><\/ul>\n\t\t\t\t<\/div>\n\t\t\t<\/div><div class=\"et_pb_module dsm_pricelist dsm_pricelist_0\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module_inner\">\n\t\t\t\t\t<div class=\"dsm_pricelist\"><\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div><div class=\"et_pb_module dsm_contact_form_7 dsm_contact_form_7_0\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module_inner\">\n\t\t\t\t\t<div class=\"\">\n\t\t\t\t\n<div class=\"wpcf7 no-js\" id=\"wpcf7-f422-o1\" lang=\"en-US\" dir=\"ltr\" data-wpcf7-id=\"422\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/fr\/wp-json\/wp\/v2\/pages\/419#wpcf7-f422-o1\" method=\"post\" class=\"wpcf7-form init\" aria-label=\"Contact form\" novalidate=\"novalidate\" data-status=\"init\">\n<fieldset class=\"hidden-fields-container\"><input type=\"hidden\" name=\"_wpcf7\" value=\"422\" \/><input type=\"hidden\" name=\"_wpcf7_version\" value=\"6.1.6\" \/><input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/><input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f422-o1\" \/><input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/><input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/><input type=\"hidden\" name=\"_wpcf7_recaptcha_response\" value=\"\" \/>\n<\/fieldset>\n<p><label> Your Name*<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"your-name\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\" value=\"\" type=\"text\" name=\"your-name\" \/><\/span> <\/label>\n<\/p>\n<p><label> Your Email Address*<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"your-email\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-email wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-email\" aria-required=\"true\" aria-invalid=\"false\" value=\"\" type=\"email\" name=\"your-email\" \/><\/span> <\/label>\n<\/p>\n<p><label> Your Phone Number*<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"your-phone\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-tel wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-tel\" aria-required=\"true\" aria-invalid=\"false\" value=\"\" type=\"tel\" name=\"your-phone\" \/><\/span> <\/label>\n<\/p>\n<p><label> Referral Information*<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"your-message\"><textarea cols=\"40\" rows=\"10\" maxlength=\"2000\" class=\"wpcf7-form-control wpcf7-textarea wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Please type referral&#039;s information including Name, Phone Number, and E-mail Address.\" name=\"your-message\"><\/textarea><\/span> <\/label>\n<\/p>\n<p class=\"text-small\">Please note that we cannot accept instructions for trades or other time-sensitive information via this form.\n<\/p>\n<p><button class=\"wpcf7-form-control wpcf7-submit has-spinner et_pb_button et_pb_bg_layout_light\" type=\"submit\" value=\"Send\">Send<\/button>\n<\/p><p style=\"display: none !important;\" class=\"akismet-fields-container\" data-prefix=\"_wpcf7_ak_\"><label>&#916;<textarea name=\"_wpcf7_ak_hp_textarea\" cols=\"45\" rows=\"8\" maxlength=\"100\"><\/textarea><\/label><input type=\"hidden\" id=\"ak_js_1\" name=\"_wpcf7_ak_js\" value=\"11\"\/><script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\ndocument.getElementById( \"ak_js_1\" ).setAttribute( \"value\", ( new Date() ).getTime() );\n\/* ]]> *\/\n<\/script>\n<\/p><div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div>\n<\/form>\n<\/div>\n\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>*In accordance with privacy legislation, the individuals you are referring must consent to their information being provided to us.Toronto Yorkville Office 166 Davenport RoadToronto, Ontario M5R 1J2 T: 416-777-7176Oakville Office 2010 Winston Park DriveSuite 200Oakville, ON L6H 5R7 T: 437-425-2880Ajax Ajax Office 555 Kingston Rd WAjax, ONL1S 6M1 T: 437-918-9477Montreal Pointe-Claire Office 1 Holiday Avenue, East TowerSuite 305Pointe-Claire, QC H9R 5N3 T: 514-782-5966<\/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-419","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Client Referrals | Rosen Group Private Wealth Management<\/title>\n<meta name=\"description\" content=\"We are honored to speak with your friends, family members or colleagues about how we can help them solve their financial challenges.\" \/>\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\/client-referrals\/\" \/>\n<meta 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