Don’t miss Dollars and Sense brought to you by Raymond James/Rosen Group. Listeners can expect practical and valuable information on tax reduction strategies and advanced wealth management techniques. Questions are welcome at 514-790-0911 or *TALK for Bell subscribers.
Schedule for Fall 2013:
More on Lewis Rosen, Vice President of Raymond James/Rosen Group.
Lewis heads up a boutique team of financial professionals 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 and his team focus on the areas of investment strategies and unique tax and estate planning strategies for high net worth and ultra-high net worth individuals and their families, medical & dental professionals, as well as business owners and their families. In a business built on successful relationships, we place a premium on exceptional client service. Our consultative, client-focused approach helps ensure that we only work with clients who share our philosophy of a well-diversified and disciplined approach to the wealth management process.
Tax planning and tax minimization are key components of the financial plan for most clients. As part of an integrated and comprehensive wealth plan, we explore strategies such as: incorporation, tax effective strategies for withdrawing funds from a corporation, disciplined portfolio construction, how to receive tax refunds without contributing to RRSP's, creative income splitting, asset swaps, debt replacement, intergenerational transfers, and Family Trusts to create a unique and successful wealth program tailored to each individual client.
For more information, click on www.lewisrosen.com