Rothenberg Blog

As the year draws to a close, it’s the perfect time to review your finances and ensure you’re taking advantage of every opportunity to save. A year-end financial checklist can help you optimize tax credits, deductions, and benefits before the deadline.

When building a portfolio that generates income, Canadian investors often weigh the benefits of dividend-paying investments, interest-bearing assets, and capital gain opportunities.

Taxes are an unavoidable and often significant expense. Discover how tax-loss harvesting can help lower your taxable income and reduce what you owe.

As the school year kicks into full gear, it is a good time to discuss the best practices relating to Registered Education Savings Plans (RESPs). First, let’s go over the basics!

In this article, we share some considerations regarding this common dilemma to help you decide which option is better for you: investing for retirement or paying down your mortgage.

In this article, we will cover how flow-through shares work, why they are a strategic tax-advantaged investment and who should consider adding them to their portfolio.

With flowers blooming and sunlight lasting longer, spring is the perfect time to refresh not just your home, but also your finances.

‘It’s about fostering the next generation of leaders,’ says Robert Rothenberg, senior wealth advisor and senior portfolio manager.

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.