Our Story

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 and began modestly in a small office in Westmount Square in Montreal with one employee, focused on life insurance with an expertise in annuities.

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.

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 and over $1.1 billion in Rothenberg client assets under management.