To our clients, you can now find the online portal link underneath the "Client Center" tab.

Why Rothenberg Wealth Management?

Founded in 1985, we are one of Canada’s leading independent, employee-owned wealth management firms offering holistic, unbiased and transparent advice and planning to thousands of Canadians from coast to coast.
33
More than 33 Years of Experience
$1B
Over $1B in Assets Under Management
3K+
Serving over 3,000 Individuals
and Families across Canada

What matters to you?

We work with you to develop and implement a holistic plan that focuses on your needs, priorities and objectives.

Investments

Wealth Accumulation

Retirement

Tax Planning

Your Estate

Charitable Giving

Wealth Transfer

What Our Clients Have to Say

  • My relationship with Rothenberg has been very long and over the years my investments have increased in value as well as my friendship with the staff. They have met all my needs through personal and market ups and downs. I wouldn’t consider trusting anyone else with my financial holdings.

    Pat Blair
  • Thank you for always being there from A-Z from being knowledgeable, helpful, professional, etc. Everybody at your place always make me feel very special as a client.

    Julia Boyko
  • I have been treated very kindly and patiently throughout my time with RCM. I have referred a family member to RCM, but they have yet to make a decision on moving their investments. Best move they could make in my mind.

    Lisette Auger
  • For all the years I have been with RCM, I have been blessed with the finest and most professional advisors and would recommended your services to others at the first inkling anyone would ask for investment services.

    Bruce Rutledge
  • My wealth management advisor is knowledgeable, helpful, professional, friendly. Always takes time to explain what he believes would be a good investment for me.

    Micheline de Lisle

Meet the team

Our team is comprised of a network of experienced financial professionals. As an employee-owned firm, our advisors and associates are key to our success.

Resources for you

Trim Your 2023 Tax Return with Tax-Loss Harvesting

With the December 27, 2023, deadline fast-approaching, contact your Rothenberg Wealth Management Advisor to see...
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GIC brokers at Rothenberg & Rothenberg provide access to competitive rates from institutions across Canada

With interest rates at an all-time high, right now is the time to invest in...
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Homeownership might be closer than you think: A Look at the New Tax-Free First Home Savings Account (FHSA)

Eligible Canadians can contribute up to $8,000 each year to an FHSA up to a...
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Ready to take the next step?

For more information about any services we provide, schedule a meeting today or give us a call us.