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Insurance Planning

In the event that something unexpected happens, it’s important for you and your family to have insurance in order to be protected. However, insurance is more than just a safety net.

Protection & Peace of Mind

Insurance is often associated with accidents or emergencies, but it can also provide a shield against potential financial setbacks and serve as an alternative investment tool with significant guarantees. It can provide protection, help reduce the likelihood of future financial challenges, and even offer tax benefits. Including insurance as a part of your overall wealth strategy is therefore a wise decision.

Our Approach to Insurance Planning

Many of our Wealth Management Advisors are dual-licensed, and can provide you with insurance recommendations. They will conduct a thorough Insurance analysis of your circumstances and help you identify the right types of insurance solutions and level of coverage for your needs.

Whether it’s life insurance, health insurance, or disability insurance, each type serves a specific purpose and offers unique benefits. By understanding these different types and their benefits, you can make informed decisions that best suit your needs and circumstances.

Our Advisors can also review your current policies to ensure you aren’t paying too much or paying for more insurance coverage than you need. Remember, the goal is not just to have insurance, but to have the right insurance.

Please note that Insurance services are not regulated by CIRO.

Types of Plans & Policies Offered

The world of insurance is a complex one. Our Wealth Management Advisors can assist you with selecting the right types of insurance solutions and level of coverage for your needs among the following:
Universal Life Insurance
Health Insurance
Disability Insurance
Critical Illness Insurance
Group Benefits
Annuities

Explore other services

As a full-service wealth management firm, we offer a range of solutions to meet your unique needs.

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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