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Our Firm

Our Firm

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.

Our Story

  • Our Beginnings

    The year 1979 was a turning point for Jack Rothenberg, the founder of Rothenberg Wealth Management. As a successful advisor with a leading life insurance company, he observed many changes were occurring in the financial services industry and the consumer would need a new kind of financial organization to help cope with the changes. And so, Jack began his journey as an entrepreneur in financial services.

    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

    Since establishing our roots more than 40 years ago, we’ve grown into a nationally recognized firm with thousands of clients from coast to coast.

    In 2021, we celebrated our 35th anniversary, which highlighted how far we’ve come as a firm. To this day, and into the future, we continue to lead with excellence in the field of wealth management, delivering personalized services, optimal results, and partnering with clients from all walks of life who share a commitment to the process required to achieve financial prosperity.

Our Values

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.

Giving Back

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.

Learn More About Us

Community Involvement

Rothenberg Teams Up With the Montreal General Hospital to Support Innovation

Client Testimonials

Our clients are our family. Discover what they have to say about us.

Our Approach

Our 3-D process is put in place with each one of our clients.

Our Firm’s Milestones

  • 1979

    Rothenberg & Rothenberg Annuities is founded in Westmount, Quebec.

  • 1986

    Rothenberg Wealth Management is founded and obtains a Mutual Funds Dealer’s License.

  • 1992

    The downtown Calgary office opens, expanding the firm’s geographical presence in Canada.

  • 1995

    Rothenberg Wealth Management becomes a licensed full-service brokerage and expands its offering beyond investments to include a full suite of wealth planning solutions.

  • 2018

    Jack Rothenberg retires, and Robert Rothenberg is appointed CEO. Robert joined Rothenberg Wealth Management in 1993.

  • 2021

    Rothenberg Wealth Management becomes a 100% employee-owned firm.

  • 2021

    The firm celebrated its 35th anniversary, which highlighted how far we’ve come.

    Contact Us

    Let us know how we can assist you.

    Our Offices

    Westmount Head Office
    Montreal – West Island
    Montreal – South Shore

    Westmount Head Office

    4420 St. Catherine Street W
    Westmount, Quebec H3Z 1R2 Canada

    Montreal – West Island

    6500 Trans Canada, Suite #140
    Pointe-Claire, Quebec H9R 0A5 Canada

    Montreal – South Shore

    Centre Complexe Dix30
    1040 Rue du Lux, Suite 410
    Brossard, Quebec J4Y 0E3 Canada


    1333 8th Street SW, Suite 302
    Calgary, Alberta T2R 1M6 Canada
    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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