Skip to main content

It is our pleasure to announce that Claire Churchill-Smith has been promoted to Wealth Management Advisor, marking an exciting addition to our growing team of advisors at our West Island office.

Claire joined the Rothenberg Wealth Management team in August 2021 as a Wealth Management Associate. Since then, she has worked closely with the advisor team at the West Island office and provided comprehensive support in various areas of wealth planning and client service.

As a Wealth Management Advisor, Claire has taken on greater responsibilities in ensuring our clients’ financial success. She will leverage her professional experience, educational background in finance, and genuine passion for cultivating meaningful relationships to deliver personalized long-term planning solutions for our clients’ specific financial needs. This includes providing investment recommendations, portfolio management, retirement planning, estate planning, and financial education.

Claire has completed the CFA Level II exam and is currently working to become a CFA charter holder, considered one of the highest distinctions in the investment management profession. In addition, Claire holds a Bachelor of Commerce degree in Finance from Dalhousie University’s Rowe School of Business,

You can learn more about Claire on her bio page.

We are grateful to have Claire on our team and we look forward to supporting her growth as she works with our existing clients and builds her own portfolio of clients. Please join us in congratulating Claire on her promotion!

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