Michael Pallone

Michael Pallone

Michael Pallone is a second-generation Wealth Management Advisor with Rothenberg Wealth Management and has been with our firm since 2014 in various capacities.

Michael employs a disciplined approach to developing and implementing investment portfolio solutions for our clients in the West Island. He strongly believes that a successful wealth planning relationship is built on effective communication, education and collaboration and takes the time to listen and understand his clients’ needs and develop strategies to meet them.

Michael previously worked closely with one of our firm’s Wealth Management Advisors for over three years as a Wealth Management Associate, giving him a strong foundation for his role today as an Advisor. His responsibilities included portfolio analysis, trade execution and client service. He has also been an integral part of the operations behind the scenes to help our Wealth Management Advisors manage client portfolios more efficiently and effectively.

Passionate about enhancing his knowledge to better serve clients, Michael has completed several industry courses, including:

• the Canadian Securities Course (CSC®)
• the Conducts and Practices Handbook Course (CPH®)
• the Wealth Management Essentials Course (WME®)

Additionally, Michael holds a Bachelor’s Degree in Economics from Concordia University and a DEC in Business Administration from John Abbott College.

Additional Education, Experience and Achievements

• In 2022, Michael was voted by his colleagues as the Associate of the Year Award recipient.
• In 2023, Michael secured first place in the Horizon ETFs Biggest Winner 12 Trading Competition, outperforming 2,500 new and experienced investors across Canada.

Beyond the office

Michael enjoys the challenges of escape rooms and the competition of board games. Family is an important part of his life, with quality time being a cherished priority. Born and raised in the West Island in Pierrefonds-Roxboro, he deeply values his community.

For more information about our Wealth Management Advisors, please visit the CIRO Advisor Report.