The Rose Nagan Wealth Management Group

With over 50 years of combined securities experience, Rose Nagan Wealth Management has gained the trust and confidence of their clients by providing sound investment advice. Our mission is to help clients achieve peace of mind from the effective and understandable financial management we provide.

We invest in proven, sensible securities that deliver a dependable, straightforward route to financial success. Our investment process is delivered by an energetic team committed to bringing you thorough reporting, planning and quality service.

We invite you to join our family of happy, long term clients 

Take a moment to read what our clients would tell you about us

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Wealth Transfer Report

Wealth Transfer Report

It's estimated that within a generation, US$4 trillion will be passed down to inheritors in Canada, the United Kingdom and the United States. Yet wealth rarely endures long enough to create a legacy that lasts for multiple generations.

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