In October 1992 we opened our Calgary office.  Such excitement!  Canada was just beginning to recuperate from a tough recession and Jack Rothenberg thought that Alberta would pull out first and Calgary would lead the country with a fast-growing economy.  Robert Rothenberg opened the office and has been running it with a steady hand ever since.  Our office grew from zero clients and two on staff to become an important part of the Calgary economic landscape.

To celebrate our 25 years and our success we hosted a client appreciation evening on October 24, 2017.  We thank you Calgary for the trust you have placed in us.  We pledge to continue to provide the same high level of service and sound, unbiased financial advice.