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
Operations Manager
As Operations Manager, 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.
Jacob Lloyd
Analyst
Jacob joined Rosenberg Wealth Management in 2026 after graduating from McGill University, where he specialized in Business Analytics. Drawing on his training in data science, he supports the investment team with portfolio research and analysis while helping streamline the firm's day-to-day operations. His work helps ensure that investment decisions are grounded in clear, well-organized data, allowing the team to serve clients with both rigour and efficiency.
Yanni Sklivas
Analyst
Yanni joined Rosenberg Wealth Management in 2026 after graduating from the John Molson School of Business, bringing a disciplined, hardworking approach to the team. Working across both the insurance and investment divisions, he contributes to financial analysis, policy administration, and investment research. His mix of analytical skill and attentive client service ensures that clients are well supported at every step of their relationship with the firm.
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