Mr. Robert Rothenberg is the CEO of Rothenberg Wealth Management. He assumed leadership of RWM as CEO in March 2018 following a 25 year tenure as the firm’s President.

In addition to his executive role, Robert is also a Wealth Management Advisor and a licensed Portfolio Manager. He has over 35 years of industry related experience providing high net worth households with holistic and transparent advice in the areas of retirement planning, wealth management, and estate and succession planning. His comprehensive skill set and unwavering commitment to client success make him a trusted advisor for individuals and families seeking to build and preserve their wealth.

Robert’s commitment to professional excellence is evident through his various licenses, memberships, and registrations. As a Chartered Financial Analyst (CFA®) charterholder, he possesses an advanced level of expertise in investment analysis and portfolio management. He is also a Certified International Wealth Manager (CIWM) and a Fellow of the Canadian Securities Institute (FCSI®), reflecting his dedication to upholding the highest standards of professionalism and ethical conduct. As a member of the CFA Society® Calgary community, Robert actively engages with peers and stays informed about industry trends and best practices.

Robert’s career in the industry began in 1989 at a major Canadian financial institution. He holds a BA with a Major in Economics from the University of Western Ontario.

Robert also serves as the CEO of Rothenberg & Rothenberg, a respected GIC and insurance brokerage firm that has been serving clients since 1979. This sister company further enhances the comprehensive suite of financial services offered by RWM.

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