About
Lewis heads up a boutique team of financial professionals with over 100 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 was recently selected as one of Raymond James Global Top 50 Advisors.
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 business owners, corporate executives, medical professionals, retirees and their families. 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.
