Our Team
Experienced financial advisors in Montreal dedicated to building and protecting your wealth.
Meet the Team
The People Behind Your Strategy
Jonathan Rosenberg
Founder & President
An advisor since 2002, Jonathan founded Rosenberg Wealth Management in 2010 to offer a truly independent alternative to product-focused institutions. As a strategic advisor, he combines rigorous investment management with human-centric estate planning. He is known for the disciplined, long-term perspective he uses to guide families and business owners through changing market cycles.
Dario Rahmatian
Partner & Head of Operations
Named Partner in 2024, Dario has been a key driver of Rosenberg Wealth Management's success since joining in 2018. Drawing on experience at TD and BNP Paribas, he blends institutional analysis with relationship management to offer a service that is both analytically rigorous and focused on client well-being.
Jackie Hamilton
Head of Client Services
As Head of Client Services, Jackie serves as the vital link between clients and the firm, ensuring that every administrative detail is handled with care and precision. Since joining Rosenberg Wealth Management in 2025, she has leveraged her extensive experience as a former Branch Administrator to deliver exceptional client service defined by deep expertise and meticulous attention to detail.
Kayla Benamron
Administrative Assistant
Kayla joined Rosenberg Wealth Management in 2023, bringing valuable industry experience and operational discipline to the team. Currently pursuing a Bachelor of Finance at McGill University, she serves as an Administrative Assistant, supporting both the insurance and investment divisions with efficiency and meticulous attention to detail.
Get in Touch with Us
We believe the best financial plans start with a conversation. We're ready to listen and work by your side every step of the way. Feel free to reach out.
Get in Touch