Rothenberg Wealth Management
Rothenberg Wealth Management is an independent wealth management firm with over 37 years of experience offering comprehensive investment solutions, retirement planning, tax planning, and estate & legacy planning services across multiple Canadian locations. They serve individuals,
- Emphasis on tax & financial planning
- 76 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Rothenberg Wealth Management is an independent wealth management firm with over 37 years of experience offering comprehensive investment solutions, retirement planning, tax planning, and estate & legacy planning services across multiple Canadian locations. They serve individuals, families, retirees, and pre-retirees with tailored financial advice.
Multiple generations of families use the firm and refer relatives
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Retirement planning and portfolio management
- Long-term wealth management relationships
- Power of attorney situations managing elderly relative finances
Ask first if
- Advisors include Robert Rothenberg, Philip Blake, and Samia Preston — clients tend to stay with one advisor long-term
- Business ownership into retirement
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Calgary families.
Calgary, AB
In their own words.
“Excellent portfolio review and market discussions including RESP, TFSA, and estate planning issues, excellent communication and easy access, highly recommended personalized service from Philip Blake. Excellent receptionist.”
“Clients of Rothenberg Capital Management since the company opened in Calgary 1992! Have referred family and friends! All very happy!”
“Top rate service! Phil is so knowledgeable and provides top notch information. Michele is friendly and helpful. Appreciate the high level of support!”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Calgary providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Rothenberg Wealth Management · this provider | 76 | 5.0 | Tax & Financial Planning |
| Property Law Firm CB LLP (MacKay Real Property Law) | 1229 | 4.9 | — |
| Property Law Firm CB LLP | Calgary South | 544 | 5.0 | — |
| Summit Legal Group | 525 | 4.9 | Wills & Estates |
| Kahane Law Office | 513 | 4.5 | Wills & Estates |
| Clark & Clark Lawyers | 504 | 4.9 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Calgary. Verify current details with each provider.
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Get my top matches →Questions families actually ask.
Who are the main advisors at Rothenberg Wealth Management? +
Reviewers consistently mention three advisors: Robert Rothenberg, Philip Blake, and Samia Preston. Clients tend to develop long-term relationships with a single advisor rather than working with the broader team.
Is this firm suitable for retirement planning? +
Many reviewers specifically mention retirement planning, portfolio reviews, and transitioning from business ownership or employment into retirement as core services they received. Clients report leaving meetings feeling confident and well-prepared.
Can they assist with managing investments on behalf of an elderly relative as POA? +
At least one reviewer explicitly noted that advisor Samia Preston helped them navigate the POA role to establish safe investments for an elderly relative, including transparent communication and responsive guidance.
How long have clients typically been with the firm? +
Several reviewers report relationships spanning 10, 20, 30, and even over 30 years, suggesting strong client retention and continuity of service.
Do they handle registered accounts like RESPs and TFSAs? +
Reviewers mention that Philip Blake covers RESP, TFSA, and estate planning topics during portfolio review meetings, indicating familiarity with common registered account structures.
Is the firm family-friendly for multi-generational clients? +
Multiple reviewers note that entire families — including in-laws and extended relatives — are clients of the firm, and several mention referring family members who also became satisfied clients.
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