Rosen Group Private Wealth Management of Raymond James Ltd. was founded to meet the unique needs for business owners, corporate executives, medical professionals, retirees and their families.
The founder Lewis Rosen, Senior Vice President and Wealth Advisor of the Private Client Group of Raymond James heads up a boutique team of financial professionals with over 60 years in the financial services industry. Lewis and his team provide guidance, perspective, and judgment for a select number of affluent families and fiduciaries who expect and value a higher standard of investment advice.
Lewis is a member of Raymond James’ prestigious Chairman’s Council and is recognized by the firm as a top performing wealth advisor in Canada. He was recently selected as one of Raymond James Global Top 50 Advisors, out of 6,500 advisors worldwide.
Lewis can be heard on his Smart Money with Lewis Rosen radio show on CJAD 800 AM Thursdays from 7-8pm where he discusses various financial planning topics that range from how to protect your investment portfolio to insurance and estate planning. He has also been featured in The Gazette.
The Rosen Group is very proud to be associated with Raymond James which is one of North America’s leading independent full-service investment dealers.
There is a feeling of serenity that comes with knowing that no stone has been left unturned in the assembly of your financial plan. This is a service commitment The Rosen Group does not waiver from and it is why their clients choose to work with them.
You’ve taken the first step - you’re here! Navigate the website to become more familiar with Lewis Rosen, his mandate and his team. Once you’ve done that, please feel free to give the Rosen Group a call. You’ve worked hard and deserve to experience tailored wealth management.