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Let Our Experienced Wealth Management Advisors Help You Meet Your Financial Goals
Our Decades of Experience is Your Financial Advantage
Let Our Experienced Wealth Management Advisors Help You Meet Your Financial Goals
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Our Approach is Focused on a Personalized Overview Of Your Individual Needs
Client-Focused Approach to Wealth Management
Our Approach is Focused on an
Overview Of Your Individual Needs
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Let Our Wealth Management Advisors Help You Reach Your Retirement Goals Sooner
Plan For Retirement Living On Your Terms
Let Our Wealth Management Advisors Help You Reach Your Retirement Goals Sooner
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.
