At Rothenberg we believe each person is unique. Our approach is focused on a personalized overview of the client's needs, their stage of life, and their comfort zone. Founded in 1979, The Rothenberg Group is one of Canada's leading independent employee-owned financial services brokers.
Being independent allows us to give you unbiased recommendations always keeping your dreams and long-term objectives as the foundation of our holistic approach to advice.Rothenberg Capital Management is our investment division which offers stocks, bonds, and mutual funds.
Being independent allows us to give you unbiased recommendations always keeping your dreams and long-term objectives as the foundation of our holistic approach to advice.Rothenberg Capital Management is our investment division which offers stocks, bonds, and mutual funds.
Services
Pat Lepine joined Rothenberg & Rothenberg, the sister company of Rothenberg Capital Management, in 1995 and has been heading the insurance division ever since out of our Calgary branch. With nearly three decades experience in the insurance space during which she has built strong relationships with dozens of insurance providers across the nation, Pat is truly an expert in all-things insurance.
Should you find your questions unanswered, please give us a call and we will be more than happy to assist you. RCM is a member of the Canadian Investor Protection Fund (CIPF) and of the Investment Industry Regulatory Organization of Canada (IIROC) as well as l'Autorit des marchs financiers. Why do you have two companies, Rothenberg & Rothenberg and Rothenberg Capital Management?.
Whether you're thinking of buying a home, saving for your child's education, or plan a dream vacation, our wealth management advisors can help. Whatever your concerns, at Rothenberg, our wealth management advisors will study your situation and prepare a plan according to your objectives & your income.
Whatever your concerns, at Rothenberg, our advisors will study your situation and prepare a plan according to your objectives & your income. Retirement is your reward and it's important to us that retirement is the best time of your life. Our Wealth Management Advisors are poised to devote to you the time it takes to get it right.
How can I be sure that I will have enough money to live comfortably & still leave some to my children or other loved ones?. There are many factors in ensuring your estate plan is complete. It is one of the most important parts of a financial plan yet it is often the most neglected. We have assembled a comprehensive list of items to help you through the process.
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