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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 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:
Selecting suitable investments that align with your financial goals
Diversifying your portfolio across asset classes
Low-risk investments for income like GICs
Implementing strategies to manage and mitigate risk
Rebalancing your investment portfolio

Explore other services

As a full-service wealth management firm, we offer a range of solutions to meet your unique needs. Discover other ways we can assist you:

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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