Rothenberg Blog
Reducing Energy Consumption Can Help Save the Planet… While Saving You Money Too
Earth Day is a time to reflect on our planet’s health and the actions we can take to protect it. The 2025 Earth Day theme is “Our Power, Our Planet” and calls to promote renewable energy and energy efficiency.
Preventing Fraud: How to Stay Vigilant during Tax Season
With tax season in progress, scammers may try contacting you, pretending to be your financial service provider or even the CRA.
RRSP vs. TFSA: Which One Should You Prioritize?
If you’re facing the dilemma of prioritizing your TFSA or RRSP, this article is for you.
Key themes for 2025
What’s in store for 2025? Here are a few key themes investors should watch for.
Is the S&P 500’s 2024 rally a sign of more to come?
The rise of the S&P 500 in 2024 has been one of the strongest since 1928 but can investors expect this trend to continue for the broader public equities market into 2025?
Potentially lower your taxes with tax-loss harvesting
Taxes are an unavoidable and often significant expense. Discover how tax-loss harvesting can help lower your taxable income and reduce what you owe.
What is changing about the capital gains tax?
New policy brings higher investment taxes for Canadians. Learn about the latest in capital gains tax.
Wealth Management Advisor Martin Vandal Achieves the Associate Portfolio Manager Designation
Pointe-Claire Wealth Management Advisor Martin Vandal becomes an Associate Portfolio Manager.
How Can I Avoid the Old Age Security Clawback and Maximize OAS payments?
Here are some strategies to prevent your OAS benefits from being clawed back.