Our Services

At Rosenberg Wealth Management we focus on wholistic planning.

That means providing our clients with a detailed financial plan covering all aspects of their financial situation: investments, insurance, estate planning, retirement planning as well as corporate tax strategies and risk management.

We also collaborate with a trusted network of professionals including accountants, lawyers, and tax specialists to ensure that clients receive a complete solution. We bring extensive experience and have access to industry leading experts in all fields in order to help families and business owners achieve their financial success while maintaining a high level of service.

Investments Insurance Retirement Estate

Investments

Our investment approach is simple and tailored for long-term growth.

We use a variety of asset classes and allocate based on our clients’ goals. Although we have a reliable and back-tested equity approach, we do not try to time markets or seek short-term speculative gains.

We look beyond the markets’ short-term volatility and aim to gain a behavioural edge through long-term investing. We invest in companies with healthy financials and a sustainable business model, able to withstand business cycles.

We believe in listening to our clients, focusing on educating them, and helping them navigate the markets while controlling the key to their financial success: Their emotions.

Insurance

Life insurance can help protect your company, your family, your partners and key employees in the event of an unexpected death.

At Rosenberg Wealth Management we use a needs-based approach. We gather all the information of a client’s situation and match the best products to meet their needs. From Life Insurance, to Disability and Critical Illness insurance, to Partnership and Key-person insurance, we can help with all types of insurable needs for families and business owners.

As part of our wholistic approach, we position insurance as a key tool for proper estate and retirement planning.

Retirement

Retirement planning is about achieving your version of financial freedom. There are many questions to consider: How much do I need to save? How much can I spend? How do I know if I’m on track? How much risk I can take?

At Rosenberg Wealth Management, we take retirement very seriously and have helped our clients answer these questions. Building a tailored plan and reviewing it annually is how we ensure our client’s are on track to achieve the lifestyle they dreamed of in retirement.

The key to retirement planning is to maintain the same purchasing power over the years by taking on the right amount of risk while generating enough income in order to beat inflation.

Estate Planning

One of our key differentiators is our ability to plan for future generations.

We make inter-generational planning a priority for our clients and have set up our firm in an ideal way to serve you, your children and future generations. Estate planning protects the ones you love and the things that are important to you. We know it took a lifetime to build your wealth and we want to ensure it is not eroded by taxes and distributed as you wish, in a timely manner. We also specialize in legacy planning and charitable giving, two other possibilities of estate planning strategies.

Mortality is a heavy topic, yet adequate financial preparation for your portfolio, property and loved ones is too important to ignore.

Insurance Investments Retirement Estate

Insurance

Life insurance can help protect your company, your family, your partners and key employees in the event of an unexpected death.

As part of our wholistic approach, we position insurance as a key tool for proper estate and retirement planning.

Investments

Our investment approach is simple and tailored for long-term growth.

We believe in listening to our clients, focusing on educating them, and helping them navigate the markets while controlling the key to their financial success: Their emotions.

Retirement

The key to retirement planning is to maintain the same purchasing power over the years by taking on the right amount of risk while generating enough income in order to beat inflation.

Estate Planning

One of our key differentiators is our ability to plan for future generations.

Mortality is a heavy topic, yet adequate financial preparation for your portfolio, property and loved ones is too important to ignore.

Who we work with

Business owners

We work with business owners to help them manage risk, minimize tax, and prepare for retirement. Shareholder Agreements, Key Person insurance, income & sickness protection, IPPs, and business succession are a few areas where we can add value.

Professionals

We can help you protect your family and practice against changes to your health and unforeseen life events while also putting in place innovative strategies to prepare for retirement and maximize your after tax income.

Families

We focus on strategies for inter-generational wealth transfers while minimizing the taxes involved in the estate planning process. We focus on strategies to provide comfort, security, flexibility, and tax efficiency in the estate planning process.

Have a question? Ready to schedule a meeting?

Request a callback or leave us a message

Rosenberg Wealth Management | Financial Advisor | 4269 Ste Catherine W. – Suite 600, Westmount, Quebec, H3Z 1P7
Phone: 1 (514) 500-6277 | Fax: 1 (514) 613-3207 | Email: jonathan.rosenberg@manulifesecurities.ca

Located in Montreal, Rosenberg Wealth Management provides financial advisory services to clients throughout Quebec, including, but not limited to the cities of Ville Saint-Laurent, Cote St-Luc, Hampstead, Town of Mount-Royal, Westmount, Montreal West, Dollard-des-Ormeaux, Pierrefonds, Beaconsfield, Kirkland, and surrounding areas such as Laval, Brossard, and Vaudreuil. We also work with clients in Ontario and Alberta.

Rosenberg Wealth Management offers services through Manulife Wealth Inc. and is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). To research the background, qualifications and disciplinary information on advisors at CIRO-regulated firms please visit Know Your Advisor on the CIRO website to generate an CIRO AdvisorReport.

DISCLAIMER

The information contained in this website is for general information purposes only. The information is provided by Rosenberg Wealth Management and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

Mutual fund dealing representatives (“mutual fund advisors”) registered with Manulife Wealth Inc. offer mutual funds. Investment dealer dealing representatives (“investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Insurance products and services are offered through Manulife Wealth Insurance Services Inc.