{"id":6401,"date":"2023-09-06T06:44:31","date_gmt":"2023-09-06T10:44:31","guid":{"rendered":"https:\/\/rothenbergwealth.flywheelsites.com\/notre-entreprise\/"},"modified":"2025-11-06T12:51:09","modified_gmt":"2025-11-06T17:51:09","slug":"a-propos-de-nous","status":"publish","type":"page","link":"https:\/\/www.rothenberg.ca\/fr\/a-propos-de-nous\/","title":{"rendered":"\u00c0 propos de nous"},"content":{"rendered":"<div>\n<\/div>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/09\/calendar.svg\" alt=\"\"><\/p>\n<\/div>\n<hr>\n<hr>\n<p>\n    <a href=\"\">Read More<\/a>\n<\/p>\n<p>[plus]<\/p>\n<div>\n<\/div>\n<p><!--more--><br \/>\n<!-- 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Difference\"}}]},{\"type\":\"divider\",\"props\":{\"divider_element\":\"hr\",\"margin\":\"medium\",\"margin_remove_top\":true}},{\"type\":\"fragment\",\"props\":{\"class\":\"uk-switcher\",\"margin\":\"default\"},\"children\":[{\"type\":\"row\",\"props\":{\"margin\":\"remove-vertical\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"fragment\",\"props\":{\"margin\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"text\",\"props\":{\"block_align\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>Founded in 1979, The Rothenberg Group is one of Canada\\u2019s leading independent financial services brokers. Being independent allows us to give you unbiased recommendations always keeping your dreams and long-term objectives as the foundation of our holistic approach to advice.<\\\/p>\\n\n\n<p>The Rothenberg philosophy and process differentiates us from other financial services firms.<\\\/p>\\n\n\n<p>Our wealth management advisors are on salary rather than commission and are compensated on the service they provide to you rather than the transactions that take place.<\\\/p>\\n\n\n<p>We don\\u2019t have any of our own internal products allowing us to remain completely independent providing recommendations that are in line with your specific goals and objectives<\\\/p>\",\"margin\":\"default\"}}]}]}]}]}]},{\"type\":\"row\",\"props\":{\"margin\":\"remove-vertical\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"fragment\",\"props\":{\"margin\":\"default\"},\"children\":[{\"type\":\"row\",\"props\":{\"margin\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"A 3-D Process To Wealth Planning\",\"css\":\".el-element{\\n    font-weight:400;\\n    text-transform:uppercase;\\n}\",\"margin\":\"small\",\"text_align\":\"center\",\"title_color\":\"secondary\",\"title_element\":\"h4\"}},{\"type\":\"text\",\"props\":{\"column_breakpoint\":\"m\",\"content\":\"Here\\u2019s what to expect\",\"margin\":\"small\",\"text_align\":\"center\",\"text_style\":\"large\"}},{\"type\":\"accordion\",\"props\":{\"collapsible\":false,\"content_column_breakpoint\":\"m\",\"css\":\".el-item{\\n    font-weight:500;\\n}\\n.el-item span{\\n    color:#fff;\\n    padding:10px 20px;\\n    background:#142848;\\n    border-radius:50%;\\n    margin-right:10px;\\n}\",\"image_align\":\"top\",\"image_grid_breakpoint\":\"m\",\"image_grid_width\":\"1-2\",\"image_svg_color\":\"emphasis\",\"link_style\":\"default\",\"link_text\":\"Read more\",\"margin\":\"medium\",\"show_image\":false,\"show_link\":true},\"children\":[{\"type\":\"accordion_item\",\"props\":{\"content\":\"\n\n<p><strong>Introductory Call:<\\\/strong> We begin with a 15\\u201330-minute call to introduce ourselves, learn about your needs and discuss how we can best help you achieve your objectives. You can also bring up any initial questions you may have about our firm and services. There is no obligation or cost.<\\\/p>\\n\n\n<p><strong>Discovery Meeting:<\\\/strong> During our Discovery Meeting, we conduct a comprehensive review of your unique financial situation. However, this open and free 60-minute conversation is not solely focused on understanding your finances. We are also interested in learning about your passions, challenges, lifestyle goals and lifelong dreams. This information helps us gain insights and identify wealth opportunities for you with our goal being to develop a customized plan that considers all aspects of your life and aspirations.<\\\/p>\\n\n\n<p>In some cases, several conversations or meetings are required to get a full picture of your financial life and how we can help you. These consultations come at no charge or cost to you.<\\\/p>\",\"title\":\"<span>1<\\\/span> DISCOVER Stage\"}},{\"type\":\"accordion_item\",\"props\":{\"content\":\"\n\n<p>Based on the information we gather over the course of our meetings, we design bespoke wealth plan that outlines our recommendations and strategies. This plan includes details on various aspects of your financial life, often including retirement, investment, tax, estate, insurance, and legacy planning.<\\\/p>\\n\n\n<p>Once your plan has been designed, we present it to you in a meeting and discuss its implementation. This meeting is highly collaborative, and we solicit your feedback to ensure we fine tune our recommendations to achieve your unique goals. At this point, you decide whether you would like to partner with us and start your wealth journey with one of our advisors.<\\\/p>\",\"title\":\"<span>2<\\\/span> DESIGN Stage\"}},{\"type\":\"accordion_item\",\"props\":{\"content\":\"Once we formalize our mutual commitment to working together and finalize your wealth plan, it\\u2019s now time to begin the client onboarding process. We will coordinate with you to execute the required paperwork and administrative aspects of your situation and begin implementing your wealth management plan. Throughout this process, we stay in constant communication with you and conduct regular meetings to monitor your plan\\u2019s success and alignment with your objectives. This is also a time for us to learn about any changes to your personal circumstances and goals \\u2013 so we can adjust your plan if necessary.\",\"title\":\"<span>3<\\\/span> DEPLOY Stage\"}}]}]}]},{\"type\":\"row\",\"props\":{\"layout\":\"1-2,1-2\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"width_medium\":\"1-2\"},\"children\":[{\"type\":\"image\",\"props\":{\"image\":\"wp-content\\\/uploads\\\/2023\\\/10\\\/about.jpg\",\"image_height\":\"400\",\"image_svg_color\":\"emphasis\",\"image_width\":\"600\",\"margin\":\"default\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"width_medium\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"Continued Support with Regular Monitoring and Reviews\",\"margin\":\"large\",\"margin_remove_bottom\":true,\"title_element\":\"h6\"}},{\"type\":\"text\",\"props\":{\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>We don\\u2019t just stop at creating your wealth plan - our commitment to you extends further. Your advisor will continuously evaluate your plan and investment portfolio to ensure they remain in line with your financial objectives, risk profile, and life changes.<\\\/p>\\n\n\n<p>Most of our clients prefer to speak with their advisor on a regular basis. Whatever your preference, you may contact or meet with your Rothenberg advisor at any point in time during working hours at our office, by phone or over video call and as many times as you like to review your financial plan, receive updates or check-in regarding any questions you may have.<\\\/p>\\n\n\n<p>As a rule of thumb, we recommend meeting with your advisor at least once per year to review your plan and ensure its alignment with your needs and goals.<\\\/p>\",\"margin\":\"default\"}}]}]}]}]}]},{\"type\":\"row\",\"props\":{\"id\":\"The Rothenberg Difference\",\"margin\":\"remove-vertical\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"fragment\",\"props\":{\"margin\":\"default\"},\"children\":[{\"type\":\"row\",\"props\":{\"margin\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"text\",\"props\":{\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>Rothenberg Wealth Management is our wealth management division which offers stocks, bonds, and mutual funds. 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