Lewis heads up a boutique team of financial professionals that collectively has over 80 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. 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. He has also been selected as one of Raymond James Global Top 50 Advisors, for the past five years.
Lewis can be heard on his Smart Money with Lewis Rosen radio show on CJAD 800 AM on 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. Lewis is also featured bi-weekly in The Gazette. Lewis and his team focus on the areas of investment strategies and unique tax and estate planning strategies for Doctors, Dentists, and Business Owners. 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.
Prior to Joining Raymond James, Lewis consistently ranked among the top 10 Advisors out of over 4600 nationally at his previous firm. 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.