Rosen Group Private Wealth Management Welcomes Paul Marche, CIM®, as Portfolio Manager

Experienced wealth management professional brings 15 years of advisory experience and a distinguished background in corporate finance to the growing firm.

Rosen Group Private Wealth Management Ltd. is pleased to announce the appointment of Paul Marche, CIM^®, as Portfolio Manager, further strengthening the firm’s investment management capabilities and its commitment to delivering comprehensive, personalized wealth management solutions to individuals, families, and business owners.

Paul brings a wealth of financial expertise, combining a successful executive career in corporate finance with 15 years of experience, where he built a highly respected wealth management practice. Throughout his career, he has earned recognition at both the national and North American levels for excellence in client service and business performance.

Holding the Chartered Investment Manager (CIM^®) designation, Paul specializes in helping physicians, business owners, professionals, and retirees build, preserve, and transition their wealth. His approach emphasizes disciplined investment management, comprehensive financial planning, and long-term strategies tailored to each client’s unique circumstances and financial objectives.

“Paul brings an exceptional combination of financial knowledge, investment expertise, and a genuine commitment to his clients,” said Lewis Rosen, CEO and Founder of Rosen Group Private Wealth Management. “His extensive experience and relationship-driven approach align perfectly with our philosophy of providing sophisticated wealth management solutions while delivering the personalized attention our clients deserve. We are delighted to welcome him to our growing team.”

Paul’s appointment reflects Rosen Group’s continued commitment to expanding its team of experienced financial professionals and enhancing the depth of expertise available to clients. Working alongside the firm’s portfolio managers, financial planners, and estate and insurance specialists, Paul will contribute to the delivery of integrated wealth management strategies designed to address increasingly complex financial needs.

With offices in Montreal, Toronto, Oakville, and Ajax, Rosen Group Private Wealth Management continues to distinguish itself through its boutique, client-focused approach, combining disciplined portfolio management with comprehensive financial, tax, and estate planning strategies.

About Rosen Group Private Wealth Management Ltd.

Rosen Group Private Wealth Management Ltd. is an independent portfolio management firm specializing in personalized wealth management solutions for physicians, dentists, business owners, professionals, and affluent families. The firm provides comprehensive investment management, financial planning, and wealth preservation strategies designed to help clients achieve their long-term financial goals.

For more information, visit www.rosengroup.ca.

Source : Rosen Group Private Wealth Management Ltd