Dri Financial Group

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95 Saint Clair Ave W Suite 1400
Toronto, ON M4V 1N6
+1 (877) 355-6340
https://richarddri.ca

Dri Financial Group, located in Toronto, ON, operates as Rosenberg Financial Group under Scotia Wealth Management. The team at Scotia Wealth Management offers a team-based approach to wealth management, focusing on every aspect of clients' lives, including family, business, and future planning. Their specialists provide expert advice on managing and transferring wealth through life's changes, fostering a collaborative effort between clients and advisors to cultivate Enriched Thinking®.

Yulia Rosenberg, the Wealth Advisor and Portfolio Manager of Rosenberg Financial Group, brings over 20 years of experience in capital markets. Alongside her team, she tailors investment strategies to help clients grow and protect their wealth. The group includes professionals like Ashley Land, an Investment Associate, with over 14 years of experience in the financial services industry, and Lora Shapiro, an Investment Associate focusing on wealth management since 2007.

Additionally, the team includes experts like Alex Rochtchine, a Senior Total Wealth Planner, guiding clients through a comprehensive Total Wealth Planning process. Fiona Zhao, an Insurance Consultant, specializes in delivering personalized insurance solutions to safeguard families and businesses from unforeseen events, while optimizing wealth distribution. Holly LeValliant, an Estate and Trust Consultant, provides strategic advice on estate planning strategies, drawing from her extensive background in estate litigation.

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