15 years of caring

Rona Birnbaum
RONA BIReNBAUM, financial planner
BAS, CFP, CHFS

comprehensive financial planning service in toronto & GTA

We look 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? >Find out first.<


Pick the person most like you and start Your financial plan

Ruth | Recent widow

RUTH | RECENT WIDOW

“Suddenly I’m all alone. I’m looking for someone I can trust.”

Rachel | Business Owner

OSCAR | SELLING A BUSINESS

“I've had a great run, but it's time to sell my business.”

Garth | Corporate executive

GARTH | CORPORATE EXECUTIVE

“Work consumes all my time. I need a personal financial advisor.”

Gord | pre-retirement

GORD | PRE-RETIREMENT

“I hope to retire in 10 to 15 years. What should I be doing today?”

Richard | Recently downsized

RICHARD | RECENTLY DOWNSIZED

“I was always in control. Now I need to make the most of my savings.”

Sarah | Busy professional

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.

Contact Caring for Clients

    

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