The sunshine and warm weather make for a perfect long weekend! Wishing everyone a fantastic upcoming Victoria Day and for those in Quebec, a lovely National Patriot’s Day.
Rothenberg Wealth Management
Financial Services
Westmount, Quebec 1,748 followers
Leading independent wealth management advisory firm with offices across Canada.
About us
For over 40 years, Rothenberg Wealth Management has been one of Canada's leading independent financial services brokers providing financial advice and solutions to thousands of individuals across the country. Rothenberg means local expertise, national presence and international resources to give you access to the most diverse range of investment products in the marketplace. Being independent allows us to give unbiased recommendations as your financial well-being is our paramount concern and our primary goal is to help you achieve your long-term objectives and dreams. Tel. Head Office, Montreal: T 514.934.0586 / 1.800.811.0527
- Website
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http://www.rothenberg.ca
External link for Rothenberg Wealth Management
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Westmount, Quebec
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Financial Planning, La planification de la retraite, and La planification de l’assurance
Locations
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Primary
4420 St. Catherine St. W.
Westmount, Quebec H3Z 1R2, CA
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4605 Boulevard Lapinière
Block B
Brossard, Quebec J4Z 3T5, CA
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6500 Trans-Canada Hwy
140
Pointe-Claire, Quebec H9R 0A5, CA
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1333 8 St SW
Calgary, Alberta T2R 1M6, CA
Employees at Rothenberg Wealth Management
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Sergei Bourdin
Owner at Solum Systems Inc - IT Consulting
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Maurice Pallone, CIM®, Pl. Fin., Portfolio Manager
Vice President - Wealth Management at Rothenberg Wealth Management
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Martin Vandal
Wealth Management Advisor at Rothenberg Wealth Management - B.COM. Finance major
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Antonella Perrotta
Senior Human Resources Manager CRHA / CPHR
Updates
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The Calgary Interclub Squash Association recently hosted the highly anticipated Men's Level 1 Finals, and we had the pleasure of being the title sponsor of the event. Our Chief Operating Officer Raj Pandher, CIM®, FCSI® was in attendance to witness the exceptional talent and fierce competition and presented the Rothenberg Cup Trophy to the winning team. Congratulations to Bow Valley Athletic Club on their victory! As we look into the future, we are excited to continue our partnership with Canada’s premier squash club and support their mission to promote competitive squash and sportsmanship for players of all ages and abilities from across Calgary. 📸: RWM COO Raj Pandher, third from the left, pictured with the champions of the Calgary Interclub Squash Association’s Men’s Level 1 Final and the Rothenberg Cup Trophy.
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In our latest blog article, we outline the key changes in the Canadian government’s most recent fiscal plan. bit.ly/3JInxlp
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For insights on your tax liability on different types of investment income and how much of your investment income will remain in your pocket, look no further than our Taxes and Investment Income Calculator. Access the calculator here: https://lnkd.in/daaD2fVG Curious about the benefits of using a Taxes and Investment Calculator? Dive deeper into the advantages in our latest article: bit.ly/3xONBZj
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Have you submitted your tax return yet? Don't worry, the April 30th filing deadline is still a few weeks away, providing ample time to take action. With annual adjustments to tax measures and rates, it’s essential to familiarize yourself with any tax changes. Download our quick guide containing all the key tax figures for 2024 and confidently navigate your tax obligations this season. To access the guide: https://bit.ly/3UeHKWb — Avez-vous déjà envoyé votre déclaration d'impôts ? Ne vous inquiétez pas, la date limite de dépôt du 30 avril est encore dans quelques semaines, ce qui vous laisse largement le temps d'agir. Avec les ajustements annuels des mesures et des taux d'imposition, il est essentiel de se familiariser avec les changements fiscaux. Téléchargez notre guide rapide contenant tous les chiffres clés de l'impôt pour 2024 et faites face à vos obligations fiscales en toute confiance cette saison. Pour accéder au guide : https://bit.ly/3PWTLwN