Rothenberg Blog

As we welcome a new year, it’s the perfect time to revisit your financial goals, take advantage of updated contribution limits, and ensure your long‑term strategy still aligns with life’s evolving priorities.

As the year draws to a close, it’s the perfect time to review your finances and ensure you’re taking advantage of every opportunity to save. A year-end financial checklist can help you optimize tax credits, deductions, and benefits before the deadline.

When building a portfolio that generates income, Canadian investors often weigh the benefits of dividend-paying investments, interest-bearing assets, and capital gain opportunities.

Taxes are an unavoidable and often significant expense. Discover how tax-loss harvesting can help lower your taxable income and reduce what you owe.

As the school year kicks into full gear, it is a good time to discuss the best practices relating to Registered Education Savings Plans (RESPs). First, let’s go over the basics!

In this article, we will cover how flow-through shares work, why they are a strategic tax-advantaged investment and who should consider adding them to their portfolio.

In this article, we share some considerations regarding this common dilemma to help you decide which option is better for you: investing for retirement or paying down your mortgage.

With flowers blooming and sunlight lasting longer, spring is the perfect time to refresh not just your home, but also your finances.

‘It’s about fostering the next generation of leaders,’ says Robert Rothenberg, senior wealth advisor and senior portfolio manager.