Lewis Rosen

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.

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, “Smart Money” 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.