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Our Team

Executive Team

Robert Rothenberg
CFA®, CIWM, FCSI®
Chief Executive Officer, Wealth Management Advisor, Portfolio Manager
Maria Ioannou
President & Chief Financial Officer
Maurice Pallone
BComm, Pl.Fin., CIM®
Vice-President, Wealth Management Advisor, Portfolio Manager
Raj Pandher
CIM®, FCSI®
Chief Operating Officer
Christopher Mack
CIM®, FCSI®
Chief Compliance Officer

Contact Us

Let us know how we can assist you.

Our Offices

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
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Montreal – West Island

Address
6500 Trans Canada, Suite #140
Pointe-Claire, Quebec H9R 0A5 Canada
Telephone
514-697-0035
Telephone
1-800-811-0527
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Montreal – South Shore

Address
4605 Boulevard Lapinière, Block B (Floor 3)
Brossard, Quebec J4Z 3T5
Telephone
450-321-0001
Telephone
1-800-811-0527
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Calgary

Address
1333 8th Street SW, Suite 302
Calgary, Alberta T2R 1M6 Canada
Telephone
403-228-2378
Telephone
1-800-456-0949
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