Michael Pallone is a second-generation Wealth Management Advisor at Rothenberg Wealth Management. Since joining RWM in 2014, Michael has held various positions at the firm and has demonstrated his commitment to providing exceptional service to clients in the West Island. With a disciplined approach to investment portfolio solutions, Michael believes that effective wealth planning is built on communication, education, and collaboration. He takes the time to listen to his clients’ needs and develops tailored strategies to meet their financial goals.

Before becoming an Advisor, Michael worked closely with one of the firm’s Wealth Management Advisors as a Wealth Management Associate for over three years. During this time, he gained valuable experience in portfolio analysis, trade execution, and client service. His contributions behind the scenes also played a crucial role in helping the firm’s Wealth Management Advisors manage client portfolios more efficiently.

To enhance his knowledge and better serve his clients, Michael has completed several industry courses, including the Canadian Securities Course (CSC®), the Conducts and Practices Handbook Course (CPH®), and the Wealth Management Essentials Course (WME®). He holds a Bachelor’s Degree in Economics from Concordia University and a DEC in Business Administration from John Abbott College.

Michael’s dedication and expertise have not gone unnoticed. In 2023, he secured first place in the Horizon ETFs Biggest Winner 12 Trading Competition, surpassing over 2,500 investors across Canada. In 2022, he was voted by his colleagues as the Associate of the Year Award recipient, a testament to his outstanding contributions to RWM.

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