Blog

Silvana is the Assistant Vice-President, Wealth Management at the Westmount Head Office branch. Her career in the Financial Services industry spans over 30 years and is still going strong! Silvana joined Rothenberg Capital Management in 2006. She is a licensed Investment Advisor and has the Chartered Investment Manager Designation (CIM) and the Insurance license for […]

By: Robert Rothenberg, CFA, CIWM, FCSI When new prospects come to see us, they typically ask about our rate of return assumptions when projecting their financial success in retirement. Many individuals look at the long-term average for the stock market at 10% or a blend of fixed income and equities and average 7% over retirement […]

The magnitude of the relationship between health and retiring early is surprising: around 70% of retired Canadians did not stop working on the date they had planned to, and among them, 41% cited personal health as the primary reason for having needed to retire early. The possibility of becoming seriously ill is real. Although recovery […]

Chris is the Branch Manager of our busy Pointe Claire office, and is a Chartered Investment Manager (CIM). He started with The Rothenberg Group at a young age and has grown with the company. He tackled every challenge, completed several courses with honours, and eagerly accepted greater responsibilities.” Chris is a family man.  He and […]

The value of a Wealth Management Advisor is once they got to know you and your personal circumstances and goals, they use their deep knowledge and research facilities available to them to evaluate your investments and guide you.  In many instances they will counsel you to do nothing.  In other cases, they will be able […]

Why Bother with a Written Financial Action Plan? Financial planning sounds like a big deal, but all it really means is using the tools available to you in order prepare your finances for the future. Financial plans can be as strict or casual as you need them to be. The whole point is that a […]

Congratulations Patty! A proud mother of three, Patty joined us in the accounting department 20 years ago. Her strong organizational abilities and accuracy has made her a cornerstone of our Accounting Department. Patty has also undertaken new responsibilities including many special projects, including research in expansion through acquisition. Patty is an invaluable member of the […]

30 years.  Wow.  You were a 20-something kid when you were hired but already then you showed maturity and professionalism.  Our company was barely 10 years old!  You have come a long way and were there through the very good, the not so great and the downright tough spots in our history. You are a cornerstone […]

Important Dates in 2019 March 1: Deadline for 2018 RRSP contributions April 30: Individual Filing Income Tax Returns & Instalments June 17: Self-employed individual Filing Income Tax Returns & Instalments November 30: Year-End Planning December 27: Last day for 2019 tax loss selling December 31: Year-End Planning Deceased—Final Tax Return: Death Between January 1 and […]