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Michael Pallone

B.A. Econ

Wealth Management Advisor

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.

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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