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Privacy Policy

THE ROTHENBERG GROUP PRIVACY STATEMENT

It is the commitment of the Rothenberg group of companies to maintain and protect all personal client information. An important part of our commitment to you is our respect for your right to privacy.

Keeping our customers’ and employees’ information and affairs in strict confidence is a cornerstone of our commitment. The range of products and services offered to our customers continues to expand, and the technologies we use continues to change. However we will always endeavor to implement and maintain policies and procedures that will protect your privacy.

Collection of information will be limited to those details necessary for the purposes of a specific transaction and/or by the various financial institutions, as well as The Canadian Investment Regulatory Organization (CIRO), Canadian Investor Protection Fund (CIPF), The Registered Deposit Brokers Association (RDBA), Deposit Brokers Services (DBS), The Alberta Insurance Council (AIC), and l’Autorité des Marchés Financiers (AMF).

Client information may be disclosed only for the purpose of which it was selected. Safeguards are in place to protect the information collected and clients shall have access to the information upon request. By becoming a client, you are consenting to the collection and disclosure of information to the appropriate third parties listed above as well as the sister companies:

ROTHENBERG WEALTH MANAGEMENT INC.

Level II Stock Broker

Stocks, Bonds, Mutual Funds, Self-Directed RRSPs and RRIFs

Member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund

Christopher Mack of Rothenberg Wealth Management has been designated as the Privacy Officer and has the support of senior management. Any inquiries suggestions or complaints should be addressed to:

Christopher Mack, Rothenberg Wealth Management
4420 St. Catherine St. W., Montreal, Qc H3Z 1R2
Telephone: 514-934-0586 or 1-800-811-0527 Fax: 514-934-3134
Email: cmack@rothenberg.ca

ROTHENBERG & ROTHENBERG

GIC and Insurance Broker

GICs, Annuities, and Insurance

Member of Registered Deposit Brokers’ Association and Canadian Deposit Insurance Corporation

Tina Patel of Rothenberg & Rothenberg has been designated as the Privacy Officer and has the support of senior management.  Any inquiries, suggestions or complaints should be addressed to:

Tina Patel, Rothenberg & Rothenberg
4420 St. Catherine St. W., Montreal, Qc, H3Z 1R2
Telephone: 514-934-0586 or 1-800-811-0527 Fax: 514-934-3134
tpatel@rothenberg.ca

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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