We offer the following services:
Retirement Planning
Estate Planning
Investment Planning
Portfolio Management
Through Rothenberg Wealth Management (RWM), we can offer:
Stocks
Bonds
GIC’s
Mutual Funds
Self-Directed RRSP’s & LIRA’s
Self Directed RRIF’s & RESP’s
Self Directed LIF’s, TFSA’s & RDSP’s
Individual Pension Plan (IPP)
Exchange Traded Funds (ETFs)
Flow Through Shares
RWM is a member of the Canadian Investor Protection Fund (CIPF) and of the Canadian Investment Regulatory Organization (CIRO) as well as l’Autorité des marchés financiers.
Through Rothenberg & Rothenberg, we can offer:
Life and Disability Insurance
Critical Illness Insurance
Long-Term Care Insurance
Group Benefit Plans
Group RRSP Plans
Defined Contribution Plans
Term Deposits & GIC’s
Life and Term Certain Annuities
** CIPF coverage does not apply to the Rothenberg & Rothenberg division **