We would like to share some reflections and big-picture lessons from 2019 to help stay on target in the New Year. Stick to the Balanced Portfolio Philosophy One of the main reasons our clients know they can trust us is because we stick to our Balanced Portfolio Philosophy. Our Wealth Management Advisors apply this...Read More
A checklist to help everyone, retired or saving for retirement, get the most out of tax credits, deductions, and benefits and keep important dates in mind. TFSA Limit 2020 The advantage of a TFSA is that you will pay no taxes on the interest, dividends or capital gains when you withdraw from the plan. The...Read More
Phil recently became Branch Manager of the Calgary office. Born in Montreal, and subsequently completing his studies in Vancouver, Phil moved to Calgary and began his career at Rothenberg in 2006. He is a Chartered Investment Manager (CIM®), a Fellow of the Canadian Securities Institute (FCSI®) and has been providing investment advice for over 10...Read More
Life insurance enables policyholders to replace the income of a lost loved one in the event of their death. It is a critical safety net to ensure that the surviving family members can maintain their standard of living. Navigating the intricacies of purchasing and maximizing life insurance is complicated, so we have written this article...Read More
Thanks to the talented Pat Nicholson, we were able to take part in a wonderful initiative to inspire passion for reading in children. It came about when Pat was notified that her books will be used for the StoryWalk® concept at the Montreal West Children’s Library and thought it would be a cool idea to...Read More
As the school year kicks into full gear, it is a good time to discuss the best practices relating to Registered Education Savings Plans (RESPs). First, let’s go over the basics! RESP Basics An RESP is generally the best way to save for education for two primary reasons: 1) tax-sheltered investments and 2) the Canada...Read More
Brian Boulais joined Rothenberg Capital Management in early 2018 as a Wealth Management Advisor in the Westmount office. Brian has a Bachelor of Administration degree from the University of Ottawa. He holds both the Securities License as a Wealth Management Advisor and the Insurance of Persons license from the AMF. He has also completed the...Read More
Having a balanced portfolio can help make portfolios more risk resistant and allow them to succeed in numerous market cycles. Bonds are one of the most valuable tools investors have to diversify and balance their portfolio. In this month’s blog, we explain what bonds are, how they are traded, why they fluctuate, and most importantly...Read More
Silvana is the Assistant Vice-President, Wealth Management at the Westmount Head Office branch. Her career in the Financial Services industry spans over 30 years and is still going strong! Silvana joined Rothenberg Capital Management in 2006. She is a licensed Investment Advisor and has the Chartered Investment Manager Designation (CIM) and the Insurance license for...Read More
By: Robert Rothenberg, CFA, CIWM, FCSI When new prospects come to see us, they typically ask about our rate of return assumptions when projecting their financial success in retirement. Many individuals look at the long-term average for the stock market at 10% or a blend of fixed income and equities and average 7% over retirement...Read More
