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We are proud to share some exciting news regarding the evolution of our company. Moving forward, we will be known as “Rothenberg Wealth Management.” Over the past four decades, we have built a solid reputation as a trusted name in the Canadian wealth management industry. Our new name better aligns with who we are as […]

This article was originally published on Banking CIO Outlook. Navigating the complex world of financial investments can be a tricky prospect. The choice to take a do-it-yourself approach may not be feasible, as the right decisions usually depend on specialized knowledge about financial variables, hidden costs, and suitable investment strategies. As a result, finding one’s […]

We are proud to share that our Calgary branch has crossed another milestone in the history of our firm. This month of October marks the branch’s 30th anniversary. Our Calgary branch has come a long way since its modest beginnings in 1992 and we owe our 30 successful years in business to our incredible clients. […]

Learn the signs to look out for in email phishing scams so you can safeguard your confidential financial and personal information. Phishing emails are a regular tactic used by cyber criminals to steal your personal information, such as your online banking login credentials. Some red flags are easy to spot and will quickly alert you to […]

Between tuition and other-related expenses, post-secondary education, especially during these times of high inflation, can be a significant financial burden on families with multiple children. What are some smart strategies to manage these costs? Our experts suggest some options. The rising expense of post-secondary education, at a time when inflation is skyrocketing and other areas […]

With inflation at a nearly 40-year high, you might be worried about what it means for you retirement. In this article, we go over some things you can expect, whether you’re in the process of planning for retirement or are already retired. You may have noticed a spike in certain expenses recently, such as your […]

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. Contributing to an RRSP and paying off your mortgage are choices that can seem equally important. After all, both address really important aspects of your financial […]

Are you one of the millions of Canadians set to receive a tax refund this year? Here are some ideas of what to do with those funds. The good news is that you’ve prepared your tax return and realize that you’re entitled to a refund. This certainly beats the alternative of owing the government money. […]