Rosen Group Private Wealth Management of Raymond James Ltd. was founded to meet the unique needs of Doctors, Dentists and Business Owners.
The founder Lewis Rosen, Senior Wealth Advisor of Raymond James, heads up a boutique team of financial professionals who collectively have over 100 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’ Ltd.'s prestigious Chairman’s Council and is recognized by the firm as a top performing wealth advisor in Canada.
Lewis can be heard on his radio show where he discusses various financial planning topics that range from how to protect your investment portfolio to insurance and estate planning. Lewis is also featured in various newspapers and magazines.
Rosen Group Private Wealth Management is very proud to be associated with Raymond James which is one of North America’s leading independent full-service investment dealers.