Sleep better
Have Canada’s best financial planning firm looking out for you
Sleep better
Have Toronto’s best financial planning firm looking out for you
Caring for Clients looks after the whole client.
We call this Integrative Financial Planning. Allowing us to help manage the whole financial picture takes trust. We’re willing to earn that trust over time, by being there when you need us, and by dealing with issues most financial planners don’t.
Is a fee-for-service financial planner right for you?
Rona Birenbaum BAS, CFP®, CHFS
Certified Financial Planner® Professional
Pick the Person Most Like You and Start Your Financial Plan:
Ruth | Recent Widow
“Suddenly I’m all alone. I’m looking for someone I can trust.”
Oscar | Selling a Business
“I've had a great run, but it's time to sell my business.”
Garth | Corporate Executive
“Work consumes all my time. I need a personal financial advisor.”
Gord | Pre-Retirement
“I hope to retire in 10 to 15 years. What should I be doing today?”
Richard | Recently Downsized
“I was always in control. Now I need to make the most of my savings.”
Sarah | Busy Professional
“Could I be making better use of tax and savings opportunities?”
Caring for Clients also supports:
Busy business owners, recently separated or divorced individuals, newly married couples, aging parents and their children, recent windfall recipients and people just like you.
“We have and will continue to recommend your services to friends, family and colleagues. Honesty and integrity are the hallmarks of your service – please keep up the excellent work!”
Judy & Robin McLeod
In the News
Finding insurance solutions when money is tight
Morgan Ulmer was interviewed on getting properly insured on a tight budget.
How to cope with the RRSP-to-RRIF deadline in your early 70s
Rona contributed to this Moneysense primer on converting your RRSP to a RRIF.
Comprehensive vs. targeted financial plans – advisors weigh in
Modular financial planning can benefit those who would otherwise make decisions on their own, but there is greater value in seeing the whole financial picture. Rona Birenbaum explains why.
Latest Blog Posts
Spring Cleaning Your Finances
As the days get longer and the weather warms up, many of us get into spring cleaning mode. This year, we encourage you to include your financial affairs in your annual spring cleaning.
April’s Good News
Support for healthcare workers, Sweet Memories, a perishable food rescue centre, and spring cleaning. April’s Good News!
March’s Good News
Share your spare, the Monarch Butterfly Eclipse Project, three hundred cats, and 3D-bioprinting. March’s Good News!
From Our Youtube Channel
Why an employment lawyer may be right for you
