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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%

employee-owned and independent

37 Years

of industry experience

$1.1B

in total client assets under management

Comprehensive Investment Solutions & Wealth Planning Services

A holistic services offering that thoughtfully unifies all angles of your financial situation.

What Our Clients Say

  • 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., Calgary
    Client 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

    Individuals & Families

    Retirees & Pre-Retirees

    Executives & Business Owners

    Women & Wealth

    High Income Earners

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    Contact Us

    Let us know how we can assist you.

    Our Offices

    Westmount Head Office
    Montreal – West Island
    Montreal – South Shore
    Calgary

    Westmount Head Office

    Address
    4420 St. Catherine Street W
    Westmount, Quebec H3Z 1R2 Canada
    Telephone
    514-934-0586
    Telephone
    1-800-811-0527

    Montreal – West Island

    Address
    6500 Trans Canada, Suite #140
    Pointe-Claire, Quebec H9R 0A5 Canada
    Telephone
    514-697-0035
    Telephone
    1-800-811-0527

    Montreal – South Shore

    Address
    Centre Complexe Dix30
    1040 Rue du Lux, Suite 410
    Brossard, Quebec J4Y 0E3 Canada
    Telephone
    450-321-0001
    Telephone
    1-800-811-0527

    Calgary

    Address
    1333 8th Street SW, Suite 302
    Calgary, Alberta T2R 1M6 Canada
    Telephone
    403-228-2378
    Telephone
    1-800-456-0949
    Founded in 1986, Rothenberg Wealth Management is a leading investment firm and trusted wealth management partner for families, individuals, their affiliated business and condominium corporations.
    © 2024 Rothenberg Wealth Management Inc. All Rights Reserved.
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