Founded in 1979, The Rothenberg Group is one of Canada’s leading independent financial services brokers. Being independent allows us to give you unbiased recommendations always keeping your dreams and long-term objectives as the foundation of our holistic approach to advice.
The Rothenberg philosophy and process differentiates us from other financial services firms.
Our wealth management advisors are on salary rather than commission and are compensated on the service they provide to you rather than the transactions that take place.
We don’t have any of our own internal products allowing us to remain completely independent providing recommendations that are in line with your specific goals and objectives
Our 3-D process is put in place with each one of our clients. The 3 D’s are:
We begin the discovery process finding out about your specific goals and needs relating to family, occupation, recreation, and money.
We design a customized plan for you that encompasses tax, estate, insurance and legacy planning. Your risk tolerance level is measured ahead of time combined with your investment experience, and time horizon for specific goals related but not limited to education, home purchase, asset purchase, business startup, recreation, and retirement.
Once your plan has been designed, a meeting is set up to fine tune the recommendations and discuss deployment of the various pieces.
Regular meetings are scheduled to monitor the success of your plan with your objectives and note and changes to your personal circumstances and goals. When you succeed, we succeed.
Rothenberg Wealth Management is our wealth management division which offers stocks, bonds, and mutual funds. Our Wealth Management Advisors provide unbiased, transparent, and holistic planning solutions, as well as to work together, and continue learning so they can provide you with the best advice.
Founded in 1979, The Rothenberg Group is one of Canada’s leading independent financial services brokers. Being independent allows us to give you unbiased recommendations always keeping your dreams and long-term objectives as the foundation of our holistic approach to advice.
The Rothenberg philosophy and process differentiates us from other financial services firms.
Our wealth management advisors are on salary rather than commission and are compensated on the service they provide to you rather than the transactions that take place.
We don’t have any of our own internal products allowing us to remain completely independent providing recommendations that are in line with your specific goals and objectives
Our 3-D process is put in place with each one of our clients. The 3 D’s are:
We begin the discovery process finding out about your specific goals and needs relating to family, occupation, recreation, and money.
We design a customized plan for you that encompasses tax, estate, insurance and legacy planning. Your risk tolerance level is measured ahead of time combined with your investment experience, and time horizon for specific goals related but not limited to education, home purchase, asset purchase, business startup, recreation, and retirement.
Once your plan has been designed, a meeting is set up to fine tune the recommendations and discuss deployment of the various pieces.
Regular meetings are scheduled to monitor the success of your plan with your objectives and note and changes to your personal circumstances and goals. When you succeed, we succeed.
Rothenberg Wealth Management is our wealth management division which offers stocks, bonds, and mutual funds. Our Wealth Management Advisors provide unbiased, transparent, and holistic planning solutions, as well as to work together, and continue learning so they can provide you with the best advice.
Rothenberg & Rothenberg is our Guaranteed Investment Certificate (GIC) and insurance brokerage division. The Company represents more than 40 banks and trusts across Canada and can provide extremely competitive GIC rates without cost to you. The banks and trusts are protected by the Canada Deposit Insurance Corporation (CDIC). Our insurance division represents a multitude of insurance companies and can provide the most competitive quotes for protection suited to your specific requirements.
