Lewis Rosen

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, providing holistic financial planning to Montreal and Toronto’s high net worth communities.

Lewis and his team are highly sought after for their customized tax reduction strategies and advanced wealth management techniques and can be heard on Lewis’ radio show, “Smart Money” on CJAD where he discusses various financial planning topics that range from how to protect your investment portfolio to insurance and estate planning. Lewis is also prominently featured in various newspapers and magazines. His team focuses on the areas of investment strategies and unique tax and estate planning strategies for Wealthy Families, C-Suite Executives, Doctors and Dentists. In a business built on successful relationships, Lewis and his team place a premium on exceptional client service. Their consultative, client-focused approach helps ensure that they only work with clients who share their philosophy of a well-diversified and disciplined approach to the wealth management process.

An accomplished and sought-after public speaker, Lewis has delivered hundreds of wealth management lectures, and is also frequently asked to motivate and educate other advisors; to date, he has taught over 1000 financial planners across the country.

Even though Lewis and his team oversee a tremendous amount in client assets, they still believe in the importance of using a personal approach with each and every client. Lewis is happily married and is the proud father of three beautiful children.