Investment Planning

Whether your goals are buying a home, funding a child’s education, saving for a comfortable retirement or achieving other financial milestones, Investment Planning creates a structured and reliable roadmap to success.

What does Investment Planning include?

Investment Planning is more than just creating a strategy to manage your investments. It encompasses evaluating your current financial situation, defining your financial goals, analyzing your risk tolerance and time horizon, and making informed investment decisions that are tailored to your specific needs and objectives. Whatever your concerns, we will study your unique situation and prepare an investment plan to make sure you’re on track to accomplish your financial objectives and enjoy a secure financial future.

Our Approach to Investment Planning

What should I invest in?
Should I contribute to a TFSA or RRSP?
What is the right combination of stocks, bonds and other assets for a balanced investment portfolio?

Investing is a powerful tool to grow your money, generate income and build wealth. However, in order to do so effectively, it is important to engage in careful planning. This is where a Rothenberg Wealth Management Advisors can help you. Whatever your concerns, we will study your unique situation and prepare an investment plan to make sure you’re on track to accomplish your financial objectives and enjoy a secure financial future.

Our Investment Selection Process

Our Expertise

We are committed to assisting you with all aspects of Investment Planning. Whether you’re investing in registered accounts like RRSPs, TFSAs or RESPs or non-registered accounts, we are here to help. Here are some of the ways we can assist you: