Our Services

Holistic Approach to Wealth Management

Our holistic approach to wealth management entails an all-encompassing financial strategy for enhancing your portfolio. At Rosen Group Private Wealth Management, our financial advisory services are designed to help you take control of your wealth, and wealth distribution, while helping to map out your financial future in these key areas:

Private Client Offering

Rosen Group Private Wealth Management is an industry leader when it comes to providing our clients with an unparalleled array of niche services. Going above and beyond for our select clientele is a part of Rosen Group Private Wealth Management’s philosophy and our clients enjoy this enhanced experience in each and every service we are known for.

Family Office Offering

At Rosen Group Private Wealth Management, we pride ourselves on offering an in-house Advisory Board which provides a cohesive, comprehensive approach to your investment needs. We do this via our Rosen Group Family Office, which utilizes a formal, inclusive, and transparent process through which a collaborative team of financial advisors work together to grow your portfolio.

Invest in yourself. your future.

Private Client Offering

NDirect access to the firm’s CEO and CIO
N Financial and estate planning
NProfessional money managers, not professional salespeople
NTransparent, straightforward investment strategy
NRegular communication in human language
NExecutive Management teams’ own capital invested alongside yours

All Rosen Group Private Wealth Management clients have direct access to our Advisory Team as well as our CEO. This means that each of our clients receives premiere portfolio management alongside superior, ongoing financial planning. You can be assured that our Private Client Group includes select professionals with the Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP) designations.

In addition to their investment acumen, we guarantee that our professionals will bring superior communication and listening skills to each and every client dialogue. Each one of our professionals are a member of the firm’s elite Investment Committee and are invited to participate in upper-level portfolio management meetings; they have extensive experience working with Lewis Rosen, Rosen Group Private Wealth Management’s CEO, who personally vets their client communication expertise.

In short, Lewis Rosen himself has made it a point to ensure that every private client offering is overseen by a professional who comes to the table with an in-depth understanding of portfolio holdings and current and future market outlook.

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Family Office Offering

Our client engagement process begins with getting to know you and understanding your unique financial goals and aims. From there, the Rosen Group Private Wealth Management team builds your family’s Advisory Board. Our financial experts can evaluate your current configuration and make recommendations to enhance and complete your Advisory Board team.

Once your Advisory Board is in place, it is our responsibility to coordinate and lead the activities of your Board. For example, our qualified wealth management experts will work together to bridge any gaps in your portfolio. Our streamlined process ensures that a knowledgeable team of tax, investment, risk management, trusts and legal professionals collaborate on a comprehensive plan that addresses all of your financial goals.

This full-time collaborative approach is the hallmark of the Family Office difference. It culminates in a Family Financial Statement that captures the entirety of your wealth assets from investment portfolios to real estate to fine art, all summarized in one document: a dashboard that can be used to begin every crucial conversation.

The Rosen Group Family Office will ensure that your statement is up to date and reported to you quarterly. Your portfolio is about much more than individual investments and the Family Financial Statement makes explicit how the parts form a cohesive whole.

These are some of the Wealth Planning and Co-Ordination aspects to consider:

NFamily Education
NFamily Dispute Resolution & Counselling
NPhilanthropy & Family Legacy

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Our Services

Holistic Approach to Wealth Management

Private Client Offering

Family Office Offering

Invest in yourself. your future.

Montreal

Pointe-Claire Office

Toronto

Yorkville Office

Private Client Offering

Family Office Offering