Our areas of expertise to help you meet and exceed your goals
Manulife Wealth Inc. is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Our international network of employees, agents and distribution partners offers wealth management products and services including individual life insurance, group life and health insurance, long-term care services, pension products, annuities, mutual funds and banking products. We provide asset management services to institutional customers worldwide and offer reinsurance solutions, specializing in property and casualty retrocession.
Mutual fund dealing representatives (“mutual fund advisors”) registered with Manulife Wealth Inc. offer mutual funds. Investment dealer dealing representatives (“investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Insurance products and services are offered through Manulife Wealth Insurance Services Inc.
– Robert T. Kiyosaki, American businessman and author
With over 20 years of industry experience Jonathan brings a wealth of experience and knowledge to his role as financial advisor. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth, Jonathan can help meet all aspects of your financial situation throughout your lifetime. The focus is always on understanding the need and finding the right solution to satisfy that need in order to ensure the client is always satisfied.
Helping people, whether it’s planning for retirement or using life insurance to ensure a transfer of wealth is truly Jonathan’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, re-confirm financial goals and make adjustments as economic or lifestyle conditions warrant.
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Rosenberg Wealth Management | Financial Advisor | 4269 Ste Catherine W. – Suite 600, Westmount, Quebec, H3Z 1P7
Phone: 1 (514) 500-6277 | Fax: 1 (514) 613-3207 | Email: jonathan.rosenberg@manulifesecurities.ca
Located in Montreal, Rosenberg Wealth Management provides financial advisory services to clients throughout Quebec, including, but not limited to the cities of Ville Saint-Laurent, Cote St-Luc, Hampstead, Town of Mount-Royal, Westmount, Montreal West, Dollard-des-Ormeaux, Pierrefonds, Beaconsfield, Kirkland, and surrounding areas such as Laval, Brossard, and Vaudreuil. We also work with clients in Ontario and Alberta.
Rosenberg Wealth Management offers services through Manulife Wealth Inc. and is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). To research the background, qualifications and disciplinary information on advisors at CIRO-regulated firms please visit Know Your Advisor on the CIRO website to generate an CIRO AdvisorReport.
DISCLAIMER
The information contained in this website is for general information purposes only. The information is provided by Rosenberg Wealth Management and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.
Mutual fund dealing representatives (“mutual fund advisors”) registered with Manulife Wealth Inc. offer mutual funds. Investment dealer dealing representatives (“investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Insurance products and services are offered through Manulife Wealth Insurance Services Inc.
© 2021-2024 Jonathan Rosenberg / Rosenberg Wealth Management