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Are you facing a major life transition and feel overwhelmed by the numerous financial decisions required?

Are you 5-10 years from retirement and not sure if you have enough savings to maintain your lifestyle in retirement?

Are you recently widowed and unsure how your financial future looks without your spouse/partner?

Are you a business owner who is considering the sale of their business and worried about the tax, estate, and family implications of a sale.

Our team of wealth advisors help pre-retires and retirees, widows and widowers and business owners.

Hear More from Richard Dri

About The Rosenberg-Dri Financial Group

Every business owner wants to achieve financial independence and live a rich life. Myself included. This is my story.

“Hello, I’m Richard Dri – son of immigrants, father of two adult children and a recent widower, wealth planner, wealth advisor, business owner, writer, teacher, and avid cyclist. I’m the founder of Rosenberg-Dri Financial Group, where we offer wealth management with a special focus on the needs of business owners, incorporated woman professionals and widowed individual.

For business owners, building a successful enterprise is only part of the journey. To live well and become the best version of yourself, it is essential to achieve financial independence. During 30 years of building a thriving practice and advising hundreds of business owners, I have seen firsthand what it takes to achieve financial independence. And I have developed the “Live Well, Stay Rich, Never Retire “ philosophy that inspires business owners to ignore conventional thinking about the end of their career so they can pursue their passion for working as much as they want for as long as possible.”

Read my full story

Meet our team

Yulia Rosenberg and Richard Dri, seasoned wealth advisors and experienced entrepreneurs, specialize in wealth management for pre-retirees/retirees, widows/widowers, and business owners.

Our team includes wealth advisors, portfolio managers, private bankers, estate and trust specialists, a wealth management taxation team, and philanthropic services.
Together, the team provides comprehensive and personalized financial planning addressing the entirety of your life – your family, your business, your future – one facet at a time.

Meet our team

The Wealth Navigator advantage

Not all advisors are created equal.

Why Rosenberg–Dri Financial Group

Fiduciary

As Chartered Investment Managers, we have the obligation to act in our client’s best interest, always.

Commission-free

No commissions, no referral fees, no hidden fees, period. The only compensation we receive is paid by our clients and is 100% transparent

 

CFP Professional

The CERTIFIED FINANCIAL PLANNER™ designation is a formal recognition of our knowledge in areas of wealth planning, tax-efficient strategies, insurance, estate planning and retirement.

Evidence Based Approach

We remove emotions from the wealth planning and investment management decisions and rely solely on a rule-based, disciplined process.

And most importantly, we get results for our clients.

Contact us

We are committed to exceptional client service.

Our team of professionals is available by phone or email, and each of us looks forward to meeting you in person.

Our address

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95 St. Clair Ave West, Suite 1400
Toronto, Ontario
M4V 1N6, Canada

+1 877.355.6340
416.355.6346

Contacts
NamePositionPhone
Yulia RosenbergWealth Advisor, Portfolio Manager416.569.5540
Richard DriSenior Wealth Advisor, Portfolio Manager416.355.6370
Ashley LandInvestment Associate416.355.6372
Lora ShapiroInvestment Associate416.355.6359