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Financial Calculators

Helpful calculators and tools to assist you at every stage of your financial journey.
Pay Down Debt or Invest

If you have some extra money, this calculator can help you decide if you should you pay down your debt or invest it.

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Taxes & Investment Income Calculator

Discover how various types of investment income are taxed at different rates.

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OAS Clawback

Old Age Security is reduced for people with high income through a clawback/recovery provision. If you earn a higher income, discover how much your Canadian Old Age Security benefits may be reduced with this OAS Clawback Calculator.

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When To Take CPP Benefits Calculator

This When to Take Canadian Pension Plan (CPP) Benefits calculator compares the value of CPP benefits if you take them earlier or later.

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Stay Invested Calculator

Calculate how missing the best performing months in the stock market can affect investment growth.

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Education Planner

See how you much you need to save for post-secondary education.

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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
Founded in 1986, Rothenberg Wealth Management is a leading investment firm and trusted wealth management partner for families, individuals, their affiliated business and condominium corporations.
© 2024 Rothenberg Wealth Management Inc. All Rights Reserved.
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