Rothenberg Wealth Management is a leading Canadian independent, employee-owned and client-focused investment firm. We deliver excellence in wealth planning and investment management, serving a diverse group of clients across Canada in a holistic manner from our offices in Montreal and Calgary for over 37 years.
Mission & Vision
Our Mission is to provide customized portfolio recommendations, retirement, and estate planning, with full transparency, that address our clients’ goals and concerns throughout all stages of their lives.
Our Vision is to bring peace of mind and prosperity to Canadians.
Rothenberg & Rothenberg was founded by Jack in 1979 and focused on life insurance with an expertise in annuities. The company began modestly in a small office in Westmount Square in Montreal with one employee.
Expansion & Growth
In response to the growing demand for more progressive investments, Rothenberg Wealth Management was founded in Montreal in 1986 and obtained a Mutual Fund’s Dealer license.
In 1995, the firm became an independent, full-service wealth management firm offering Canadians holistic, unbiased, and transparent advice in the areas of retirement planning, estate planning, taxation, and portfolio management.
Today & Into the Future
Independence & Integrity
We are not beholden to any other financial institutions or third-party providers and are free to recommend the solutions that are best suited for our clients’ unique needs. We can provide truly objective and unbiased advice that is solely focused on our clients’ interests because we always put our clients’ interests first and do not have any of our own internal products.
Excellence in Wealth Management
We aim to exceed our clients’ expectations by providing outstanding service and top-tier advice, which are essential to their satisfaction. Our commitment to excellence is ingrained in our culture, and we continuously invest in our team’s development to ensure they are at the forefront of delivering the best possible outcomes for our clients.
Beyond the Numbers
True wealth goes beyond money or assets. It’s about having a fulfilling life with strong relationships, good health, and a sense of freedom and purpose. Our commitment is to support our clients in achieving not just financial success but also long-term personal fulfillment.
Family & Long-Term Relationships
Our clients and colleagues are family. Many have been with us for decades, and we value these long-term relationships deeply. We strive to know each client and their family personally, providing the same level of care and respect as we would for our own family members.
We are dedicated to giving back and getting involved in the communities in which we live and work. Supporting local organizations and initiatives is an integral part of our responsibility. Through these efforts, we aim to make a meaningful, lasting impact on society.