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ESG Funds: Aligning Your Investments with Your Values

ESG funds represent the perfect opportunity for investors to put their money where their values are. Alongside heightened public awareness of environmental matters and social issues, the responsible investment (RI) movement is rapidly growing in both Canada and globally. In 2020, investors poured more than $3.2 billion into Canadian-based ESG funds. ESG stands for Environmental, Social, and Corporate […]

How well do you know us?

We made this short 10-question quiz for fun to see how well you know Rothenberg Capital Management. Test your knowledge or get to know us (better)! [HDquiz quiz = “55”]

Investing in GICs the right way: GIC Laddering explained

Even the most conservative investment products require disciplined strategies to maximize returns. Do a quick Google search for ‘Best GIC rates’ and you’ll find that there are many guaranteed investment certificate (GIC) rates available from which to choose from. Having options is certainly a good thing, but it can also be a source of anxiety: […]

Should I Do My Own Taxes or Hire a Tax Professional?

Online tax software is budget-friendly and time-efficient, but depending on the complexity of your situation, hiring a tax professional may be preferable. The official deadline to file your Canadian personal income tax return for 2020 and pay any taxes owed to the Canada Revenue Agency (CRA) is April 30, 2021.   For Quebecers only: You can […]

10 tax deductions and credits you may be eligible for

Tax season can be stressful, but it can also be an exciting time for your wallet. The official deadline to file your Canadian personal income tax return for 2020 and pay any taxes owed to the Canada Revenue Agency (CRA) is April 30, 2021.   For Quebecers only: You can file your return up to May […]

Borrowing, Saving, and Investing in 2021

2020 was a sobering year filled with unprecedented economic challenges. Thanks to the swift collective response to the pandemic, the outlook for 2021 is bright with possibilities of recovery in all areas of your life, including your relationship with money. In this post, we’ll take a look at what the next year has in store […]

5 Money Resolutions You Can Make Now

Resolutions. You might’ve made some for this year to improve certain aspects of your life, whether personal, professional, or both. It’s an equally good idea to make some resolutions as well to make the most of your money. Your financial well-being is just as important as your physical and mental health and your career. Below […]

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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
4605 Boulevard Lapinière, Block B (Floor 3)
Brossard, Quebec J4Z 3T5
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