Client Testimonials

I am incredibly pleased with my experience with Rosen Group. From the very beginning, they demonstrated a deep commitment to understanding my financial goals and tailoring their services to meet my unique needs.

I’ve been working with the Rosen Group for several years, and I appreciate the team’s expertise and professionalism. Christine, Lewis, and Thanh have been attentive to my needs, providing tailored advice to help me navigate my retirement planning. Recently, Andrew offered valuable guidance on my RRSP withdrawal strategy, which has given me more clarity and confidence in my financial future. I look forward to continuing our work together.

Incredibly knowledgeable team. From investments to estate planning, their expertise is unparalleled. I feel confident knowing I’m in such capable hands.

A comforting hand during turbulent times, the Rosen Group makes each client feel like family while providing expert advice and guidance with an objective to maximize returns with acceptable risk boundaries.

Lewis Rosen and his team are exceptional wealth managers. They are current, intelligent investors. They are not risk takers. They are extremely available and take the responsibility seriously.

My family has been with Lewis Rosen’s team for many years. Their undertaking of the financial world has led to above average returns in our portfolios. Highly recommend!

We have been with our Investment Advisor Lewis Rosen for over a decade. We are extremely pleased with Mr. Rosen’s services. He meets with us regularly to review our financial status and if warranted, advises investment changes for the benefit of increasing our portfolio. Mr. Rosen is readily available to listen and act upon whatever concerns we may have. We have done well and continue to do so under his well-informed investment knowledge and guidance. We endorse without question, the honest and professional manner in which he conducts himself, for the benefit of each of his clients.

Lewis Rosen and his team have been managing my finances for more than a decade. The service has been impeccable. Lewis is always ready to discuss every aspect of the investment and provides information in a clear, straight-forward fashion. I prefer my input to be minimal and therefore place great trust in my adviser. I have been thoroughly satisfied in this regards, not only with the friendliness and efficient service, but also with the bottom line.

My transfer of assets to Rosen Group Private Wealth Management is like a jump from the juniors to the major league. Nothing like enjoying life knowing that my assets are managed “turn key” by a group of professionals in every possible win-win situation to maximize my portfolio.

I would like to thank the whole Rosen Group team for providing holistic planning rather than concentrating on selling products like my last advisor did. I have been a client for over a decade and with their proactive tax planning advice, as it relates to my investments, I actually got money back from the government.