The Rosen Group is a private wealth management team operating under the umbrella of RBC Wealth Management, a division of RBC Capital Markets, LLC. With a history of over 35 years, the group focuses on providing a comprehensive and consultative approach to wealth management for a select group of affluent clients. Their mission is to serve as their clients' primary financial advisor by creating customized, long-term wealth plans that encompass investment management, estate planning, insurance, and retirement strategies, leveraging the global resources and stability of their parent company, Royal Bank of Canada (RBC).

Founded in

Canada