Comprehensive Wealth Strategies
Total Wealth Financial Planning
At Rosen Group Private Wealth Management, financial planning is at the heart of our comprehensive wealth management approach. We take a holistic view of your financial life, offering personalized strategies to help you achieve your goals.
Our integrated services include:
- LFinancial Planning
- LInsurance of Persons
- LSmall Business & Trust Planning
- LIncorporation
- LIndividual Pension Plan (IPP)
- LCanada–U.S. Cross-Border Issues
- LEstate Planning
Our services are ideal for individuals and families with significant investable assets who want a full-service, professional wealth management experience. We go beyond the traditional offerings of banks and brokerage firms to deliver custom advice and solutions.
What Sets Us Apart
- LPersonalized, goal-based planning
- LExpert guidance across financial disciplines
- LDirect access to a highly experienced team
- LCoordination with trusted partners when needed
All of this is delivered under a single, transparent portfolio management fee — no surprises, just clarity and value.
