Your Goals

At Rothenberg, we work with you to ensure your personal goals are met in the long run. Our experienced financial advisors take their time to fully understand your situation and be able to develop the best suitable strategy for you.

Stocks/Shares

Through us, you can buy and sell stocks on every major stock exchange in North America. Our relationships with major dealers across the country also allow us the opportunity to get access to initial public offerings in Canada.  To learn more about Common and Preferred Shares click here

Bonds

We have relationships with major dealers across the country, which gives us access to a huge inventory of Federal, Provincial, Municipal, and Corporate Bonds. For definitions and approximate current rates of the various types of bonds click here

Mutual Funds

Mutual funds are a basket of stocks or bonds or a combination of the two. A portfolio manager buys and sells different holdings on a regular basis trying to maximize return while reducing overall risk. Click here for more

Annuities

Life annuities provide you with a regular income paid at selected intervals for the rest of your life, regardless of what age you live to. To learn more about: Single Life Annuities, Joint Life Annuities and Guarantees click here

GICs

We have dealings with most banks and trust companies across the country. This allows us to get you extremely competitive rates on Guaranteed Investment Certificates. To check out our competitive GIC rates click here

RRSP

A Registered Retirement Savings Plan or RRSP is an account that provides tax benefits for saving for retirement in Canada. To find answers to many questions you may have on the features and benefits of RRSPs please click here

RRIF

A Registered Retirement Income Fund or RRIF is a tax-deferred retirement plan under Canadian tax law. To learn more about the advantages of an RRIF account click here

RESP

A Registered Education Savings Plan (RESP) is a government sponsored savings program that helps you save for a child’s post-secondary education after high school. To learn more about the benefits of an RESP account click here

Tax Free Savings Account (TFSA)

We offer Tax Free Savings Accounts. The flexibility of investment choices is similar to that of your Rothenberg Self-Directed RRSP. To learn more on what your Rothenberg advisor can do for you, click here