Blog

New policy brings higher investment taxes for Canadians. Learn about the latest in capital gains tax.

Pointe-Claire Wealth Management Advisor Martin Vandal becomes an Associate Portfolio Manager.

Here are some strategies to prevent your OAS benefits from being clawed back.

Learn about our sponsorship of the Calgary Interclub Squash Association’s Men’s Squash League.

An overview of the main points of the 2024 federal budget so you can be in the know.

Find out your tax liability on various types of investment income and the potential amount you could retain.

Congratulations Claire on your promotion to Wealth Management Advisor at our Pointe-Claire office!

With the December 27, 2023, deadline fast-approaching, contact your Rothenberg Wealth Management Advisor to see if your investment portfolio can benefit from this strategy, and if you can save money on your 2023 personal income tax return. Investing is the key to growing your wealth, but you can’t always expect to take profits from all […]

With interest rates at an all-time high, right now is the time to invest in GICs for long-term security and peace of mind. Guaranteed Investment Certificates (GIC) provide a reliable source of income and are a great way to get closer to your financial goals. With competitive fixed interest rates, you can rest assured that […]