Professional growth and development for our associates is very important to us, which is why we are excited to share that Claire Churchill-Smith has been promoted to Wealth Management Advisor!
As a Wealth Management Advisor, Claire provides personalized long-term wealth planning solutions for clients’ financial needs, including investment recommendations, portfolio management, retirement planning, estate planning, and financial education. Claire joined the Rothenberg team in August 2021 and previously worked closely with the advisor team at the West Island office, providing comprehensive support in various areas of wealth planning and client service.
We look forward to seeing Claire grow in her new role as she works with our existing clients and builds her own portfolio of clients with the firm. Please join us in congratulating Claire on her promotion!
To learn more about Claire: https://www.rothenberg.ca/pointe-claire-qc-team/claire-churchill-smith/
