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Canada Remains One of the Best Countries for Retirement

The Census Program provides a statistical portrait of the country every five years. The 2016 Census Program shows population growth (2011-2016) of +5%. Over the last 15 years the population in Canada grew the most among the G7 countries. Population growth was high especially in municipalities within census metropolitan areas (CMAs), while population decrease was observed […]

Living Well After Retirement

    What a statement! “Living well after retirement”. Brings a smile to my face. Obviously we all live well after retirement, don’t we? Or do we? Everyone waits for that special day, looking forward to the days of no work obligations, or do we? Keep in mind that a lot of us enjoy getting up in […]

Why Does Our Loonie Fluctuate?

Our loonie, like any other currency around the world, is measured against the strength of the U.S. dollar. A number of individuals seem to think that our dollar is linked to the price of oil. True, oil is purchased all over the world with U.S. dollars only, and sometimes we in Canada sell more oil than […]

Celebrate With Us!

This month we celebrate the anniversaries of three special team members. Though you could not be there in person with us, we would like to share this milestone with you. Maria Ioannou:  Maria joined the Rothenberg team fresh out of university with her degree in finance not yet dry. She quickly demonstrated a thorough understanding of […]

Sudden Prosperity and How NOT to Handle It

Have you read on occasion, like I have, of how an individual wins a few million dollars through some kind of lottery draw? Or maybe it’s a group of people sharing a lottery ticket and dividing up a 100 million or more? What about the lucky man or woman, who inherits a million dollars unexpectedly from […]

Annual Pension Income Tax Credit

Age 65 or older in 2017? Take advantage of the $2,000 annual Pension Income Tax Credit. The pension income amount allows you aged 65 + to claim a federal non-refundable tax credit on up to $2,000 of eligible pension income. If you don’t have a pension plan at work, there are ways to create pension […]

Holiday Season Traditions

The holidays light up the darker and colder season of the year, when many spend less time outdoors and more time “cocooning” with family and friends. Many have a holiday season tradition – here are a few of ours: The gratitude jar– During the month of December, every night at dinner everyone writes on a […]

Registered Education Savings Plan (RESP)

Your bundle of joy has arrived! Or perhaps you are the Grandparent, Aunt, Uncle, or Sibling! What better way to show your love and attention towards this child than helping to save for his/her education. A Registered Education Savings Plan (RESP) is a government sponsored savings program that helps you save for a child’s post-secondary […]

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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