Claire is a Wealth Management Advisor at Rothenberg Wealth Management. She is passionate about building authentic connections with her clients and prioritizes understanding their unique goals, risk tolerances, and personal circumstances.

Leveraging her knowledge of how economic factors impact capital markets, including economic growth trends and business cycle impacts, Claire crafts personalized investment strategies for her clients. She believes in empowering her clients through informed insights and investment education. Claire joined Rothenberg Wealth Management in 2021 as a Wealth Management Associate at the West Island branch.

Claire has a Bachelor of Commerce degree in Finance from the Rowe School of Business at Dalhousie University and and has successfully completed the Chartered Financial Analyst (CFA) Level II in pursuit of the CFA designation, considered one of the highest distinctions in the investment management profession.