Wealth is about more than building a portfolio. It is about values and goals. It is about how someone behaves and feels around money. It is also about successfully managing money whereby decisions are made to plan for comfort and security. It only makes sense to choose an investment advisor who will take these personal values and financial questions to heart.
Mitchell Rosenberg loves the thrill that comes with creating exemplary financial outcomes for his clients and has only one agenda when working with people: to help plan, organize and manage their financial future. Mitchell has been involved in guiding clients through major market turmoil, the financial crisis and tech crash as well as some of their toughest personal and professional conflicts. He is sincere in his interest in your priorities; tolerance for risk and different types of investments; and your need for security and basic vision for the future. Acquiring his Series 65 license, Mitchell is registered as an Investment Advisor and Portfolio Manager with Raymond James (USA) Ltd. He is able to better serve his snowbird clients and those who reside south of the border by offering fee-based investment advice in the U.S. He offers cross-border financial services as well.
Mitchell’s approach is holistic because all parts of your life story are intimately interconnected. It is not only about money, but also how each part of your life; family, community, spiritual, and financial, connect. He implements a follow-through process to reach tailor-made solutions that are unique to every single client he works with because every life story is unique.
Personal mission statement: "My goal is to offer better opportunities for people to build wealth so they can take excellent care of themselves and enjoy experiences beyond peace of mind."
Mitchell dedicates time to causes he holds dear. He is vice chairman and board director of the Montreal Chest Institute Foundation and sits on the board of the MUHC investment committee.
He is a devoted husband and father of two daughters. He is also an accomplished musician.
Dario Falso is a dedicated, driven, and high-performing wealth management professional with over 20 years of experience. He is a licensed Investment Representative specializing in operations, compliance, and client financial services. With an entrepreneurial mindset, Dario has a meticulous and disciplined approach to execution, and is determined on delivering results. He is passionate and collaborative in nature, and excels in customer service, teamwork, and projects. In his spare time, Dario enjoys spending time with family and friends. Nutrition, sports and health are key aspects in his family life. Dario is always on the lookout for exploring new and inspiring experiences, and adventures.