The magnitude of the relationship between health and retiring early is surprising: around 70% of retired Canadians did not stop working on the date they had planned to, and among them, 41% cited personal health as the primary reason for having needed to retire early. The possibility of becoming seriously ill is real. Although recovery...Read More
Chris is the Branch Manager of our busy Pointe Claire office, and is a Chartered Investment Manager (CIM). He started with The Rothenberg Group at a young age and has grown with the company. He tackled every challenge, completed several courses with honours, and eagerly accepted greater responsibilities.” Chris is a family man. He and...Read More
The value of a Wealth Management Advisor is once they got to know you and your personal circumstances and goals, they use their deep knowledge and research facilities available to them to evaluate your investments and guide you. In many instances they will counsel you to do nothing. In other cases, they will be able...Read More
Why Bother with a Written Financial Action Plan? Financial planning sounds like a big deal, but all it really means is using the tools available to you in order prepare your finances for the future. Financial plans can be as strict or casual as you need them to be. The whole point is that a...Read More
Congratulations Patty! A proud mother of three, Patty joined us in the accounting department 20 years ago. Her strong organizational abilities and accuracy has made her a cornerstone of our Accounting Department. Patty has also undertaken new responsibilities including many special projects, including research in expansion through acquisition. Patty is an invaluable member of the...Read More
30 years. Wow. You were a 20-something kid when you were hired but already then you showed maturity and professionalism. Our company was barely 10 years old! You have come a long way and were there through the very good, the not so great and the downright tough spots in our history. You are a cornerstone...Read More
Important Dates in 2019 March 1: Deadline for 2018 RRSP contributions April 30: Individual Filing Income Tax Returns & Instalments June 17: Self-employed individual Filing Income Tax Returns & Instalments November 30: Year-End Planning December 27: Last day for 2019 tax loss selling December 31: Year-End Planning Deceased—Final Tax Return: Death Between January 1 and...Read More
Good News! Since 1950, life expectancy has increased an average of 10.5 years for both men and women in Canada. But what do we do with that additional time? The risk of dependency increases with age, and half of those people aged 65 or older will some day require some form of long term care....Read More
At all stages leading up to retirement—from decades to years to mere months before—we may worry if we are going to be able to retire comfortably. Some of us may worry we will not be able to support our lifestyle goals. Others may worry about outliving savings and running out of money. Starting to plan...Read More
John Giroux, a Rothenberg investment advisor for over 18 years, and his daughter Melanie, embody the spirit of the holidays! Throughout the year they spend considerable time and money to purchase stuffed toys for children. At Christmas they donate them to various children hospitals and causes. John is well aware of the hardship of sick children and...Read More
