Canadian Business Awards 2020

24 CORPORATE VISION / Canadian Business Awards 2020 , Rothenberg Capital Management found its success in providing years of service to a large group of loyal and satisfied clients across Canada. With a strong focus on well-being, it has always prided itself on the excellent guidance that its advisors give to its clients. What really sets Rothenberg Capital Management apart from the crowd is its strong focus on client care. They are treated like members of the family, and the firm is treated likewise in return. Whether it’s helping to accomplish dreams, enable access to higher education for children, afford a new home or simply secure a Best Independent Financial Services Brokerage 2020 For over fortyyears, RothenbergCapitalManagement Inc. has beena leading advisorwhen it comes to Canada’s financial services. Following success last year in Corporate Vision’s sister magazine, WealthandFinance INTL,we’redelighted to see thebusiness recognizedas one of Canada’s greatest. We profiled the company to find out more about what they have to offer their clients. Jan20267 safe retirement, Rothenberg Capital Management is ideally placed to help. Its diverse team might have expanded since 1979, but the core aim remains the same, and advisors are always on hand to catch up if the need arises. As one of the leading financial services brokers in the country, its ability to provide unbiased advice and financial solutions is second-to-none. Unlike most companies, Rothenberg Capital Management pays its advisors a salary as opposed to a commission. This means they are encouraged to spend time with the client to figure out the best possible solution and not the solution that suits the Advisor. Not only has this improved the quality of the relationship between client and advisor, it is demonstrated by the long-term relationships that have developed over time. This method of working begins with the first meeting between a client and their advisor. This is where Rothenberg Capital Management is able to present a “Balanced Portfolio”, namely the company’s explanation of what it sees the ideal investment portfolio resembling. After talking to the client and defining what their goals are, the advisor can put together a more complete financial action plan. Rothenberg Capital Management maintains a comprehensive overview that covers all the strategies and options to grow, protect and serve the needs of clients. Naturally this includes investment information and selection, income splitting and other tax saving strategies, and estate planning. It is then possible for the team at Rothenberg Capital Management to monitor this progress so the client can make decisions based on reliable information. The firm is constantly looking at the trends and opportunities on the market, especially with regards to the latest technology on the market. In order to provide the best possible advice, there is a clear need to use the most up-to-date systems possible. The reason that Rothenberg Capital Management can offer this tremendous service is because of its status as a boutique investment firm. Clients aren’t numbers and don’t have to deal with standardized 1-800-advice. Instead, each client is able to get an incredibly diverse range of investment products through Rothenberg Capital Management’s local expertise, national presence and international resources. Moving forward, Rothenberg Capital Management wants to grow its client base and its company through acquisition of companies throughout Canada. The success of the unique Rothenberg model is self-evident and could benefit brokers and investment firms across the country. Rothenberg Capital Management provides an exceptional service, adapting to suit the needs of its clients as opposed to fitting its clients to suit it. It’s a way of working that has rewarded the business several times over and is the reason behind their enviable success. Contact Details Company: Rothenberg Capital Management Inc. Contact: Antonella Perrotta Website: www.rothenberg.ca