Maurice Pallone

B.Comm., Pl.Fin.

Maurice has been with the Rothenberg Group since 1988. He is a licensed Investment Advisor at the Westmount Branch.

Maurice holds a Bachelor of Commerce degree with a major in Finance and a minor in Administrative Management  from Concordia University. He holds accreditation of “Planificateur Financier” from the Institut québécois de planification financière. Also, Maurice is licensed in securities as an Investment Advisor and licensed in insurance of persons as a Financial Security Advisor.

Maurice draws on his education and experience to assist his clients with decisions relating to retirement and estate planning. He helps clients take advantage of the opportunities offered by the Canadian and Global markets. Maurice is the manager of the Investment Division and leads a team of investment advisors who service more than 4,000 clients.

If you are looking for an experienced advisor, known for his integrity and committed to lasting relationships with his clients, feel free to contact him at your convenience.