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Client Testimonials

What our clients say about us

“I wouldn’t consider trusting anyone else with my financial holdings”

 

My relationship with Rothenberg has been very long and over the years my investments have increased in value as well as my friendship with the staff. They have met all my needs through personal and market ups and downs. I wouldn’t consider trusting anyone else with my financial holdings.

P. Blair
Client since 2002, Advisor Robert Rothenberg

“Everybody at your place always makes me feel very special as a client”

 

Thank you for always being there from A-Z from being knowledgeable, helpful, professional, etc. Everybody at your place always make me feel very special as a client.

J. Boyko
Client since 2003, Advisor Silvana Rizzo

“I have referred a family member to RCM […] Best move they could make in my mind”

 

I have been treated very kindly and patiently throughout my time with RCM […] I have referred a family member to RCM, but they have yet to make a decision on moving their investments. Best move they could make in my mind.

L. Auger
Client since 2012, Advisor Glen Kasneci

“I have been blessed with the finest and most professional advisors”

 

For all the years I have been with RCM, I have been blessed with the finest and most professional advisors and would recommended your services to others at the first inkling anyone would ask for investment services.

B. Routledge
Client since 2003, Advisor Chris Boky

“Knowledgeable, helpful, professional, friendly”

 

My wealth management advisor is knowledgeable, helpful, professional, friendly. Always takes time to explain what he believes would be a good investment for me.

M. De Lisle
Client since 2019, advisor Glen Kasneci

“I appreciate the firm’s values of treating clients with utmost respect and attention”

 

Silvana Rizzo is an investment advisor I wish I would have met many years ago […] She has increased the value of my portfolio substantially; she is very professional, and she is easy to reach and returns my call same day […] I appreciate the firm’s values of treating clients with utmost respect and attention.

 

N. Claro
Client since 2018, Advisor Silvana Rizzo

“Professional, courteous, and always easy to reach”

 

We have been very pleased with the personable service from RCM. Professional, courteous, and always easy to reach.

C. Massé
Client since 2011, Advisor Maurice Pallone

“Excellent service”

 

I have received excellent service. My advisor maintains regular contact with me. He has suggestions and listens to my ideas. Very professional.

S. Wohl
Client since 2004, Advisor Brian Boulais

“A great job of taking care of our portfolio”

 

Our investment advisor Brian Boulais does a great job of taking care of our portfolio and keeps us up to date with suitable investments.

P. Gauthier
Client since 1998, Advisor Brian Boulais

“Would definitely recommend your service to others”

 

Great service from RCM and professional knowledge from my wealth management advisor and would definitely recommend your services to others. Thank you.

M. Continelli
Client since 2014, Advisor Silvana Rizzo

“Happy with the results I have obtained”

 

I have always been well served by RCM and am happy with the results I have obtained in my RRIF.

M. Rochford
Client since 2011, Advisor Chris Boky