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Inside Rothenberg
We are proud to share that our Calgary branch has crossed another milestone in the history of our firm. This month of October marks the branch’s 30th anniversary. Our Calgary branch has come a long way since its modest beginnings in 1992 and we owe our 30 successful years in business to our incredible clients....
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Maurice Pallone has been with the Rothenberg Group since 1988 and is the Vice President and Senior Wealth Management Advisor. His love and passion for his work is clearly demonstrated by the way his enthusiasm radiates when he speaks with his clients. We are so proud that for the past 2 years, he has been...
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Tina Patel has had a long-standing career at Rothenberg & Rothenberg over the length of thirty-one years. She joined the company in 1989 and was appointed as Manager of the Fixed Income Department (GIC Department) in 1994. Tina ensures the needs of clients always surpasses their expectations and ensures that they are taken care of...
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Maria has been with The Rothenberg Group for over 23 years and was recently appointed as President of all the Rothenberg group of companies. “I hope to inspire other women through my leadership and compassion and prove that YES we can have it all!” Maria started at Rothenberg back in 1997, fresh out of University...
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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...
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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...
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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...
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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...
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Pattys 20th Anniversary at Rothenberg
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...
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Maurice 30th Anniversary at Rothenberg
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...
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