Silvana Rizzo
CIM
To schedule a meeting with Silvana Rizzo, please call the Westmount office directly at 514.934.0586.
Silvana is a Senior Wealth Management Advisor and Portfolio Manager at the firm’s head office branch in Westmount since 2006. Her career in the Financial Services industry spans over 35 years.
Silvana’s professionalism, strong listening and communication skills have contributed to the trusting bond with her clients. The referrals from her clients are a testimony of her strong work ethic and are a huge responsibility, which she never underestimates or treats lightly. She takes pride in taking care of her clients by providing sound financial advice to help them achieve their long-term financial goals and feel confident.
Before joining Rothenberg Wealth Management, Silvana spent 17 years working for a private Swiss Bank, where she gained extensive expertise in the private client sector. During her tenure, she served as Vice President – Private Clients for the last 3 years.
Silvana holds several licenses and designations, including the Canadian Investment Manager (CIM) and the Insurance license for Insurance of Person. She has also been a member of the Sub-Committee of Compliance for Canadian Investment Regulatory Organization (CIRO).
For more information about our Wealth Management Advisors, please consult the CIRO Advisor Report.
What Clients Say
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Silvana Rizzo is an investment advisor I wish I would have met many years ago. She has increased the value of my portfolio substantially; she is very professional, and she is easy to reach and returns my call same day. I appreciate the firm’s values of treating clients with utmost respect and attention.
Nuria C.