Our story

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.

Meet the Team

Jon Rosenberg

Jon Rosenberg

Financial Advisor and Founder

Jonathan is a leader in his field with over two decades of experience advising clients in investments, life insurance and estate planning. He founded Rosenberg Wealth Management in 2010, where he values a personal, bespoke approach. He loves spending time with his wife, Tara, and their boys, Stone and Hunter. When not outdoors cycling, golfing or playing softball, Jonathan also enjoys growing his whisky collection. A passionate volunteer, he participates in many philanthropic causes including Combined Jewish Appeal, Starlight Foundation and the Montreal Children’s Hospital.

Dario Rahmatian

Dario Rahmatian

Associate

Dario joined Rosenberg Wealth Management in 2018 after five years of experience in retail banking at TD, and capital markets at BNP Paribas. This combination of experience has given him the analytical and client servicing skills to succeed. Dario sits on the committee of the AP Fund, helping raise money and awareness for Hope & Cope at the Jewish General Hospital. He also coaches hockey at Kuper Academy, and was a coach on the provincial champions Lakeshore Atom AA team in 2018.

Veronika Saracino

Veronika Saracino

Executive Assistant

Veronika has worked over 5 years in various administrative roles in the financial advisory sector. This experience has allowed her to continuously improve our operational efficiency at Rosenberg Wealth Management. Her organization skills, ability to communicate effectively and enthusiasm for her role make her a valuable team member. Veronika loves spending time with her friends and family, being outdoors, and travelling whenever she gets the chance to.

Galani Stamatopoulos

Galani Stamatopoulos

Executive Assistant

Galani’s 20 years of financial services experience have made her a model of operational effectiveness. She provides administrative support on both the investments and insurance sides with great attention to detail. Galani prides herself on providing exceptional client service by ensuring clients always receive thorough answers in a timely fashion. When not in the office, you can find Galani cheering on one of her 3 boys and her beloved Montreal Canadiens.

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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