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Retirement Planning

We want to help you start planning as early as possible but it really doesn’t matter where you are in your retirement planning journey. We remain ready to assist you at any stage and help you live out the retirement you’ve always dreamed of.

Your Retirement, Your Way

  • At what age can I retire?
  • How much income do I need to live comfortably during retirement?
  • What should my annual savings be to reach my retirement goals?

Each of us has a certain vision for our retirement and it’s normal to have questions about how to get there. No matter your life stage or where you are in the retirement planning process, we want to relieve as much anxiety as possible and bring you peace of mind by helping you create a clear picture of your finances and roadmap to reach your retirement goals. By doing so, we can help make sure you can enjoy the retirement you’ve always envisioned.

Our Approach to Retirement Planning

Our Wealth Management Advisors are ready to dedicate the time it takes understand your current situation, your retirement goals and dreams and create a personalized retirement package that you can enjoy.

We’ll guide you through understanding any government programs or pension plans you may have through your employer, and show you how to make the most of them. And of course, we establish an investment strategy to accumulate the necessary funds.

Our approach also focuses on helping you prepare for a tax-efficient retirement. We’ll work with you to establish withdrawal strategies that provide tax savings, so you can keep more of your hard-earned wealth in your hands during retirement.

Our Expertise

Our Wealth Management Advisors are dedicated to assisting you with all aspects of Retirement Planning. Here are some of the ways we can assist you:
Tax-efficient investing and personal saving strategies (RRSPs, RRIFs and TFSAs)
Taking OAS and CPP and/or the QPP or other pension income
Retirement income withdrawal strategies
Identifying your anticipated expenses and income needs

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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