Mitchell Rosenberg

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.

Dixie Du

As a licensed investment representative, Dixie is a diligent, results-driven associate. She has a keen eye for detail and is committed to providing our clients with exceptional support and assistance. She is an integral part of our team and works closely with me.

She graduated from Concordia University with distinction in 2016 with a bachelor’s degree in finance and cultivated extensive expertise in wealth management over the years, particularly within esteemed financial institutions. Focused on continuous professional and personal growth, she is currently pursuing the CFA designation and passed her CFA level I exam. “I’m thrilled to be a part of my team at Raymond James, and I’m enthusiastic about making meaningful contributions.”

Outside of the office Dixie enjoys spending quality time with her family, travelling and playing the piano.