Key themes for 2025
What’s in store for 2025? Here are a few key themes investors should watch for.
Is the S&P 500’s 2024 rally a sign of more to come?
The rise of the S&P 500 in 2024 has been one of the strongest since 1928 but can investors expect this trend to continue for the broader public equities market into 2025?
Potentially lower your taxes with tax-loss harvesting
Taxes are an unavoidable and often significant expense. Discover how tax-loss harvesting can help lower your taxable income and reduce what you owe.
What is changing about the capital gains tax?
New policy brings higher investment taxes for Canadians. Learn about the latest in capital gains tax.
Wealth Management Advisor Martin Vandal Achieves the Associate Portfolio Manager Designation
Pointe-Claire Wealth Management Advisor Martin Vandal becomes an Associate Portfolio Manager.
How Can I Avoid the Old Age Security Clawback and Maximize OAS payments?
Here are some strategies to prevent your OAS benefits from being clawed back.
Rothenberg Wealth Management Supports the Calgary Interclub Squash Association as Title Sponsor
Learn about our sponsorship of the Calgary Interclub Squash Association’s Men’s Squash League.
Federal Budget 2024: Here are the takeaways
An overview of the main points of the 2024 federal budget so you can be in the know.
Taxes and Investment Income Calculator
Find out your tax liability on various types of investment income and the potential amount you could retain.
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