Octant Gestion De Patrimoine

Geysson Lobstein Roman is a Licensed Financial Representative with Primerica serving VAUDREUIL-DORION and its surrounding areas.

Rothenberg Wealth Management, located in Westmount, Quebec, is a distinguished investment firm with over 37 years of experience, providing comprehensive investment solutions and wealth planning services tailored to the unique needs of individuals and families across Canada. Their commitment to being truly independent positions them as a trusted choice for clients from coast to coast, addressing various aspects of financial planning, including investment, retirement, tax, estate legacy, and insurance planning. With a focus on fostering strong client relationships, Rothenberg Wealth Management emphasizes a holistic approach to financial wellness, ensuring that clients feel valued and well-informed about their investments. The firm has successfully built a diverse clientele, from pre-retirees and retirees to business owners, offering personalized advice that caters to each client's aspirations and needs. Generated from the website

Gestion De Capitaux Rothenberg, located in Longueuil, Quebec, operates as Rothenberg Wealth Management, offering comprehensive investment solutions and wealth planning services. With over 37 years of experience as a national investment firm, Rothenberg is known for its client-focused approach and independence as a 100% employee-owned entity. Rothenberg's holistic services cater to various financial needs, including investment planning, retirement planning, tax planning, estate & legacy planning, and insurance planning. Clients benefit from personalized advice tailored to their unique financial objectives, with a team of experienced professionals dedicated to helping individuals, families, retirees, executives, and business owners achieve their financial goals. Generated from the website content