Welcome to Rothenberg Wealth Management
Wealth Advice & Investment Solutions Tailored to Your Unique Needs
About Our Firm
Rothenberg Wealth Management is a leading client-focused provider of comprehensive investment solutions and wealth planning service with more than 37 years of experience as a national investment firm. We are 100% employee-owned and truly independent, making us the trusted choice of Canadians from coast to coast.
100%
37 Years
$1.1B
Comprehensive Investment Solutions & Wealth Planning Services
A holistic services offering that thoughtfully unifies all angles of your financial situation.
What Our Clients Say
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My relationship with Rothenberg has been very long and over the years my investments have increased in value as well as my friendship with the staff. They have met all my needs through personal and market ups and downs. I wouldn’t consider trusting anyone else with my financial holdings.
Pat B., CalgaryClient since 1994 -
Thank you for always being there from A-Z from being knowledgeable, helpful, professional, etc. Everybody at your place always make me feel very special as a client
Julia B., Montreal (Westmount)Client since 2003 -
I have been treated very kindly and patiently throughout my time with Rothenberg Wealth Management. I have referred a family member, but they have yet to make a decision on moving their investments. Best move they could make in my mind.
Lisette A., Montreal (Pointe-Claire)Client since 2012