Blog

Your savings, possessions and property form your estate. Estate planning allows you to decide in advance who receives what, and to establish a financial plan to minimize taxes upon your death. An important part of estate planning includes funeral and burial instructions and your wishes regarding medical interventions. Estate planning is the best strategy to […]

At Rothenberg Capital Management, we are proud and grateful for the trust our clients put in us. We believe there are many reasons that we have earned their trust and would like to share them with you, particularly during these trying times. Rothenberg Capital management is an independent Level II Introducing Stockbroker. We offer sound and […]

Many seniors and others in need do not feel ready to leave their home for an institutional setting but do need support to remain at home. Trying to follow their wishes and choose the least restrictive approach first is advisable. However, family members must be realistic about their loved ones’ abilities and should assess their […]

Downsizing or rightsizing is a process that many face due to relocation, health restrictions, lifestyle change, or daily needs. Whether you are moving from a suburban home to a city apartment or lately became an empty nester, the challenge of giving up some of your cherished belongings in order to fit into a new, smaller, […]

We would like to share some reflections and big-picture lessons from 2019 to help stay on target in the New Year.   Stick to the Balanced Portfolio Philosophy One of the main reasons our clients know they can trust us is because we stick to our Balanced Portfolio Philosophy. Our Wealth Management Advisors apply this […]

A checklist to help everyone, retired or saving for retirement, get the most out of tax credits, deductions, and benefits and keep important dates in mind. TFSA Limit 2020 The advantage of a TFSA is that you will pay no taxes on the interest, dividends or capital gains when you withdraw from the plan. The […]

Phil recently became Branch Manager of the Calgary office. Born in Montreal, and subsequently completing his studies in Vancouver, Phil moved to Calgary and began his career at Rothenberg in 2006. He is a Chartered Investment Manager (CIM®), a Fellow of the Canadian Securities Institute (FCSI®) and has been providing investment advice for over 10 […]