Rothenberg Blog

Many seniors and others in need do not feel ready to leave their home for an institutional setting but do need support to remain at home. Trying to follow their wishes and choose the least restrictive approach first is advisable. However, family members must be realistic about their loved ones’ abilities and should assess their […]

Downsizing or rightsizing is a process that many face due to relocation, health restrictions, lifestyle change, or daily needs. Whether you are moving from a suburban home to a city apartment or lately became an empty nester, the challenge of giving up some of your cherished belongings in order to fit into a new, smaller, […]

We would like to share some reflections and big-picture lessons from 2019 to help stay on target in the New Year.   Stick to the Balanced Portfolio Philosophy One of the main reasons our clients know they can trust us is because we stick to our Balanced Portfolio Philosophy. Our Wealth Management Advisors apply this […]

A checklist to help everyone, retired or saving for retirement, get the most out of tax credits, deductions, and benefits and keep important dates in mind. TFSA Limit 2020 The advantage of a TFSA is that you will pay no taxes on the interest, dividends or capital gains when you withdraw from the plan. The […]

Phil recently became Branch Manager of the Calgary office. Born in Montreal, and subsequently completing his studies in Vancouver, Phil moved to Calgary and began his career at Rothenberg in 2006. He is a Chartered Investment Manager (CIM®), a Fellow of the Canadian Securities Institute (FCSI®) and has been providing investment advice for over 10 […]

Life insurance enables policyholders to replace the income of a lost loved one in the event of their death. It is a critical safety net to ensure that the surviving family members can maintain their standard of living. Navigating the intricacies of purchasing and maximizing life insurance is complicated, so we have written this article […]

Thanks to the talented Pat Nicholson, we were able to take part in a wonderful initiative to inspire passion for reading in children. It came about when Pat was notified that her books will be used for the StoryWalk® concept at the Montreal West Children’s Library and thought it would be a cool idea to […]

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! RESP Basics An RESP is generally the best way to save for education for two primary reasons: 1) tax-sheltered investments and 2) the Canada […]

Brian Boulais joined Rothenberg Capital Management in early 2018 as a Wealth Management Advisor in the Westmount office. Brian has a Bachelor of Administration degree from the University of Ottawa. He holds both the Securities License as a Wealth Management Advisor and the Insurance of Persons license from the AMF. He has also completed the […]