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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 if your investment portfolio can...
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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 GICs for long-term security and...
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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 lifetime contribution limit of $40,000...
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Summer 2023 Bucket List by Robin Esrock

Travel personality and bestselling author Robin Esrock has reported from over 100 countries on 7 continents.  We’ve invited him to...
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Explore the World of Wealth Management: Enter Our Amazon Gift Card Giveaway!

Which area of wealth management would you like to learn more about? We’d love to hear from you and invite...
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