With the December 27, 2023, deadline fast-approaching, contact your Rothenberg Wealth Management Advisor to see if your investment portfolio can benefit from this strategy, and if you can save money on your 2023 personal income tax return. Investing is the key to growing your wealth, but you can’t always expect to take profits from all...Read More
With interest rates at an all-time high, right now is the time to invest in GICs for long-term security and peace of mind. Guaranteed Investment Certificates (GIC) provide a reliable source of income and are a great way to get closer to your financial goals. With competitive fixed interest rates, you can rest assured that...Read More
Eligible Canadians can contribute up to $8,000 each year to an FHSA up to a lifetime contribution limit of $40,000 to help them buy their first home. Purchasing a home is an important decision that requires careful financial planning. Fortunately, there is a specialized tool designed to help Canadians save tax-free towards their goal of...Read More
Travel personality and bestselling author Robin Esrock has reported from over 100 countries on 7 continents. We’ve invited him to share his summer travel inspiration. Global Dream of the Summer: Slovenia Of all the countries that once made up the former Yugoslavia, Slovenia has emerged as the undiscovered gem of Central Europe. The...Read More
Which area of wealth management would you like to learn more about? We’d love to hear from you and invite you to join the conversation on our Facebook page – with a chance to win a $100 Amazon gift card! Wealth management is more than just growing your investments or managing your money. It’s a...Read More
Bestselling author and travel personality Robin Esrock has reported from over 100 countries on 7 continents. We’ve invited him to share some travel inspiration. International Dream of the Season: Sail a Tall Ship in the Caribbean Unless you personally know someone with a luxury 16-sail, 62m-high, 15m-wide and 110m-long tall ship, chances are you’d never...Read More
This year, we asked the amazing women at Rothenberg to reflect on the women who inspire them as a way to celebrate International Women’s Day, March 8th. The result is a list of incredible female role models from different backgrounds, professions, and life experiences who have dismantled stereotypes, broken through the glass ceiling and paved...Read More
We are proud to share some exciting news regarding the evolution of our company. Moving forward, we will be known as “Rothenberg Wealth Management.” Over the past four decades, we have built a solid reputation as a trusted name in the Canadian wealth management industry. Our new name better aligns with who we are as...Read More
This article was originally published on Banking CIO Outlook. Navigating the complex world of financial investments can be a tricky prospect. The choice to take a do-it-yourself approach may not be feasible, as the right decisions usually depend on specialized knowledge about financial variables, hidden costs, and suitable investment strategies. As a result, finding one’s...Read More
