Rosen Partnership Inc. offers wealth and asset management solutions for long-term investors who want their money working smarter.
Rosen Partnership Inc. (RPI) is a 100% Canadian-owned wealth and asset management firm dedicated to achieving high risk-adjusted returns for individuals and families since 2015.
We serve clients in Quebec, Ontario, and Alberta with a specialization in value-driven investment strategies through separately managed accounts as well as our own in-house pooled funds.
We understand that trust takes time—and consistency. That’s why we prioritize forming trusted long-term relationships with fewer clients, unlike the big wealth management firms, and take the time to help you understand what’s happening in your accounts. We deliver the focus and responsiveness you deserve.
You’ve worked hard, saved diligently, and built a life of stability. But when it comes to your investments, you’re probably tired of lackluster performance and feeling like just another number.
We are deeply rooted in the core tenets of value investing lived by Warren Buffett, Benjamin Graham, and dozens of other self-made billionaire investors over the last 100 years.
We define risk not as market volatility, but as the permanent loss of capital. We believe long-term results come from buying high-quality assets with a large margin of safety between the price paid and intrinsic value.
This core belief guides every decision we make, ensuring we are just as careful with your wealth as you are.
We believe our clients should understand our investing process, and we’ll invest the time to explain it to you so you know what’s happening with your money.
Custom-built portfolios tailored precisely to your financial goals, risk tolerance, and unique circumstances for a truly personalized approach.
Access our core deep value strategies, including All-Cap Value and Active Value, built on decades of demonstrated principles.
Coming Soon:
Innovative solutions designed to generate high income and enhance your portfolio's overall return.
RPI is a registered Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer in Quebec, Ontario, and Alberta.
A dedicated group of experienced professionals committed to your financial success across Canada.
President & Portfolio Manager, Montreal
“I founded Rosen Partnership to provide value-driven asset management that is rare in Canada and I believe plays a crucial role in every portfolio. We are intentionally selective with our clients because it allows us to foster the deep, long-term relationships required to deliver outstanding outcomes. We are independent because it allows us to always act in your best interest.”
Brian Rosen has over 15 years of public markets experience. He began his career at Bryant Park Capital and TD Securities as an investment banking analyst, equity analyst at Desautels Capital Management, and as an investment advisor at CIBC Wood Gundy. In September 2015, Brian launched Rosen Partnership.
Portfolio Manager, Toronto
Associate Portfolio Manager, Calgary
Value Investing is innate in Ian. He’s done it in one way or another his entire life, whether it was arbitraging electric guitars and cars as a teenager, in his ten years as a private equity investor, or in public equities as a “Quality-on-Sale” value investor for the last ten years. In his previous role as Financial Planner with Bank of Montreal, Ian ranked in the top 10 in Canada amongst over 900 peers; a national leader in helping clients generate impactful investment and financial plans to create greater financial freedom and life potential.
We’re not owned by a bank or pressured to push investing or insurance products. Our only obligation is to your financial success.
We make a concerted effort to make sure you’re the right fit so we can provide the attention, care, and personalized service every household deserves.
Our investment philosophy doesn’t chase short-term or speculative trends or gimmicks; Our strategy aims to benefit from short-term market volatility by taking the long-view.
Whereas other funds would happily sell you into all-time market highs that can crash and take years to recover, we use the classic, time-tested strategies of value investing to lower the risk of permanent impairment of capital while striving for outperforming return potential.
Your investments are held securely with our custodian, National Bank Independent Network (NBIN), the 6th largest bank in Canada, holding over $300 billion in assets for over 450 independent firms like ours. Every account is CIPF-insured.
We make it simple to consolidate your accounts with us, without generating tax events or changes to your risk tolerance.
A simple, transparent process.
We discuss your financial situation, goals, and frustrations to see if we are the right fit for each other.
We create your wealth plan with a clear strategy to optimize your assets and achieve your objectives.
We manage your portfolio with diligence and communicate openly, so you can focus on the important things in life.
Our clients often come to us feeling overwhelmed: too many accounts, too little service, and no real overarching plan. They worry about risk, volatility, and whether they’re doing the right things to fund their retirement and support their family’s future.
Our clients look forward to putting their money to work in volatile markets
That’s probably because we don’t waste your money on fancy marketing campaigns to attract the masses, and instead focus on delivering outstanding client outcomes through great service and strong alpha-generating investment ideas.
We’re an established 100% Canadian-owned portfolio management firm in operation since 2015. We are registered as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer in Quebec, Ontario, and Alberta.
We don’t just manage investments—we build trusted, long-term relationships. We’re not beholden to a parent company or pressured to sell you anything. You’ll always work directly with a discretionary portfolio manager, and we only take on clients we know we can serve exceptionally well. We also take the time to educate you on our strategies, so you understand our process and what’s going on in your accounts.
As a discretionary manager, once we establish your goals in an Investment Policy Statement (IPS), we have the authority to make timely investment decisions on your behalf. This allows us to act quickly on opportunities without needing your sign-off for every trade, which is a key difference from non-discretionary advisors who require your approval for every action.
Your assets are held with our custodian, National Bank Independent Network (NBIN), the 6th largest bank in Canada, and in business since 1859. NBIN holds over $300 billion in assets for over 450 independent firms like ours. Every account is CIPF-insured.
Not necessarily. In most cases, we can transfer your existing holdings “in-kind” to avoid triggering any tax events. This allows for a smooth transition to our management without disrupting your current positions.
No. All of your daily banking accounts, credit cards, and lending stay exactly as they are. We can seamlessly move money between your preferred bank account and investment accounts, no matter which institution it’s with.
Yes. Simply make a redemption request and we will deposit the funds into your preferred primary chequing account, wherever it may be. The exact timeframe will depend on the specific investment being redeemed/sold. Please speak to your advisor for more information.
Equities, no matter the strategy, are always formally defined as “high risk.” As with any market investment, there are no guarantees.
That said, we can work with any kind of risk tolerance and asset allocation, and part of our wealth planning work together is to establish your minimum required average rate of return that you need to fund your future. This helps us establish how much risk you actually need to take on.
This depends on your specific portfolio. Generally, you are free to pull your money out or transfer your accounts to another fund manager whenever you please. But doing so may force us to sell positions at losses, which can harm your outcome. This is why we want to ensure we start with a trusted long-term relationship with a strong alignment on strategy and a commitment to clear communication.
We are fee-based, not commission-based, and that means we only succeed when you do. Everything is clear and transparent in our documentation.
Schedule your free consultation today and start building lasting wealth with a partner you can trust.
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