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Maurice Pallone

BComm, Pl.Fin., CIM®

Vice-President, Wealth Management Advisor, Portfolio Manager
To schedule a meeting with Maurice Pallone, please call the Westmount office directly at 514.934.0586.

Maurice Pallone is the Vice-President at Rothenberg Wealth Management (RWM). With over 35 years of experience in Wealth Management, Maurice also works with clients as a Wealth Management Advisor and Portfolio Manager, specializing in providing investment and retirement solutions.

Maurice’s journey in the financial industry began in 1988 when he joined RWM. Looking back on his early days, he recalls walking into Rothenberg seeking a job, which soon blossomed into a fulfilling career and a lifelong passion. The most rewarding part of his day is hearing the words ‘Thank you,’ knowing that he has helped someone find solutions to their investment and retirement concerns.

Maurice’s dedication to his clients is unwavering, even during challenging market conditions. It is precisely during these moments that Maurice’s clients rely on his expertise and guidance the most. He diligently evaluates the situation, providing valuable insights and support to help his clients navigate through any obstacles they may encounter.

Maurice is a Chartered Investment Manager (CIM®) and Licensed Financial Planner (Pl. Fin) in addition to being a registered Portfolio Manager. He holds a Bachelor of Commerce (BComm) in Finance from Concordia University.

For more information about our Wealth Management Advisors, please consult the CIRO Advisor Report.

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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

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