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About Us
Our Firm
Frequently Asked Questions
What Clients Say
Community & Giving
Careers
Our Approach
3-D Process
Investment Selection Process
Your Money, Your Protection
Your Needs
Investment Planning
Achieve your financial objectives.
Retirement Planning
Your retirement dreams, our decades of experience – let’s plan together.
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Keep more of your hard-earned money.
Estate & Legacy Planning
Make sure your loved ones will be cared for and your legacy will live on.
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Our Team
All
Executive Team
Montreal Team
Brossard Team
Pointe-Claire Team
Calgary Team
Pointe-Claire Team
Martin Vandal
BComm Finance
Wealth Management Advisor & Associate Portfolio Manager
Michael Pallone
B.A. Econ
Wealth Management Advisor
Claire Churchill-Smith
BComm Finance
Wealth Management Advisor
Alex Haropoulos
Wealth Management Associate
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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
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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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Founded in 1986, Rothenberg Wealth Management is a leading investment firm and trusted wealth management partner for families, individuals, their affiliated business and condominium corporations.
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