Rosen Group Private Wealth Management
Financial Services • 
Montreal, Quebec, Canada • 1-10 Employees
Company overview
| Headquarters | 1 Holiday Avenue, East Tower, Suite 305, East Tower, Pointe-Claire, QC H9R 5N3, CA |
| Phone number | +14167777176 |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Financial Services, Family Office, Portfolio Management, Alternative Investments, Estate Planning |
| Founded | 2002 |
| Employees | 1-10 |
| Socials |
Key Contact at Rosen Group Private Wealth Management
Lewis Rosen
Ceo & Founder
Rosen Group Private Wealth Management Email Formats
Rosen Group Private Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@rosengroup.ca), used 42.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@rosengroup.ca | 42.9% |
{first name} | john@rosengroup.ca | 28.6% |
{first name}.{last name} | john.doe@rosengroup.ca | 28.6% |
About Rosen Group Private Wealth Management
Rosen Group Private Wealth Management specializes in personalized wealth management and family office services for high-net-worth individuals and families. Founded by Lewis Rosen, we provide hands-on, holistic solutions tailored to the unique needs of successful families, business owners, doctors and dentists. With over 150 years of combined experience, our team focuses on active, risk-managed investment strategies and comprehensive financial planning—all coordinated through a collaborative advisory approach. Serving Montreal and Toronto, our Family Office division delivers expert guidance through a dedicated in-house board to help clients grow and preserve their wealth. Disclaimer: Content shared by Rosen Group Private Wealth Management Ltd. on this page is for informational purposes only and should not be considered investment, legal, or tax advice. Posts and comments are not offers to buy or sell any securities, products, or services. Any interactions, including likes, comments, or follows, should not be interpreted as endorsements or testimonials. We do not provide customer service or account-related support via LinkedIn. Please contact us directly through official channels for any such inquiries. Please do not share personal or confidential information on this page.
Rosen Group Private Wealth Management revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Rosen Group Private Wealth Management has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Rosen Group Private Wealth Management has never raised funding before.
Rosen Group Private Wealth Management Tech Stack
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Frequently asked questions
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