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Investment Selection Process

Investment Strategy

At RWM, our investment strategy revolves around stability, risk management and income generation.

We begin by conducting a thorough risk assessment to understand your financial goals, risk tolerance, and time horizon. Based on this assessment, we determine the appropriate asset allocation across different investments.

Diversification is a key principle in our strategy. We spread investments across various asset classes and sectors to reduce overall risk exposure and minimize the impact of market volatility. This diversification strategy may include a mix of equities, fixed income instruments, cash equivalents and alternative investments.

Your Investment Options

Through RWM, we can offer a variety of investments to diversify your portfolio:
  • Stocks
  • Bonds
  • Guaranteed Investment Certificates (GICs)
  • Exchange-Traded Funds (ETFs)
  • Mutual Funds
  • Structured Notes
  • And more. For more details, please contact us.

Available Accounts

Grow your savings tax-free; ideal for diverse financial goals with tax-exempt withdrawals.

Pre-tax contributions with tax-deferred growth until withdrawal to grow your retirement savings.

Preserves pension funds until retirement, with restricted access and tax-deferred growth.

Converts RRSP to retirement income, with mandatory minimum withdrawals and continued tax deferral.

Save for education with tax-free growth and government grants; withdrawals taxed in beneficiary’s hands.

Long-term savings plan for individuals with disabilities, offering tax-deferred growth and government grants.

Accumulate the funds to purchase your first home, benefiting from tax-free growth.

A defined-benefit pension plan for business owners and incorporated professionals, offering higher contribution limits and tax-deferred growth.

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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