Mitchell Rosenberg

Wealth is about more than building a portfolio. It’s about values and goals. It’s about how someone behaves and feels around money. It’s 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’s 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’s 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’s not only about money, but 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.

Learn more about us

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.