Caring for Clients is a
comprehensive financial planning service

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 planners don’t.

Rona Birnbaum
RONA BIReNBAUM
BAS, CFP, CHFS

Pick the person most like you and start planning

Gord | pre-retirement

GORD | PRE-RETIREMENT

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

Rachel | Business Owner

RACHEL | BUSINESS OWNER

“I’m expert at my business. My plan deserves the same expertise.”

Garth | Corporate Executive

GARTH | CORPORATE EXECUTIVE

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

Ruth | Recent widow

RUTH | RECENT WIDOW

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

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?”

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