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3-D Process

Our 3-D Process

At Rothenberg, we work with you to ensure your personal goals are met in the long run. Our experienced Wealth Management Advisors take their time to fully understand your situation to develop the best suitable strategy for you.

With each client, we implement our 3-D process. The 3 D’s are:
1 DISCOVERY

First, we embark on a discovery process to understand your specific goals and needs across family, occupation, recreation, and finances. We take the time to truly get to know you, your current life stage, as well as your values, aspirations and challenges.

2 DESIGN

Based on the information we’ve gathered up to this point, we create a custom wealth plan outlining our recommendations. This plan covers financial aspects like retirement, investment, tax, estate, insurance, and legacy planning.

Your personalized plan also includes a portfolio tailored to your risk profile, including various assets, to manage risk and boost potential returns. Your risk tolerance, investment experience, and time horizon for goals such as education, home purchase, asset purchase, business startup, recreation, and retirement are considered.

After designing your plan, we discuss its implementation. This collaborative session allows us to refine our recommendations to meet your specific goals. You then decide if you wish to partner with us on your wealth journey.

3 DEPLOY Stage

Once we establish a mutual commitment to working together, we finalize your wealth plan, initiate the client onboarding process and begin deploying the various pieces of your plan. This involves, in an initial step, coordinating with you to complete the necessary paperwork and administrative tasks related to your situation.

In regards to the deployment of you wealth plan, regular meetings are scheduled to monitor the success of your plan with your objectives. These meetings also provide an opportunity for us to note changes to your personal circumstances and goals, so we can adjust your plan if necessary.

Through continuous collaboration, we are able to ensure that your plan stays in sync with your needs, achieves your financial goals and evolves in step with changes in your life and in the markets.

Ongoing Collaboration

We don’t 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 changes to your personal circumstances like your financial objectives, risk profile, life changes but also with changes in the markets.

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.

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.

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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