Rona Birenbaum and Clifford Boland formed a partnership in 2000 to create a more complete lifecycle of client care. Combining our individual skills and experience, we provide clients an enhanced level of service, expertise and caring.

Together, we offer more comprehensive services than you'll usually find in a financial services company.

Our Team

Rona Birenbaum BAS, CFP, CHFS
Financial Planner

Rona has worked in financial services for 20 years within the Credit Union, full-service brokerage and independent Financial Planning industries. She is an Honours graduate of York University's Business School, a fully licensed Insurance Advisor, and has completed her Certified Financial Planning Designation (CFP), Canadian Securities course, Canadian Options course and the Partners, Directors and Officers exam. She is also a Certified Hedge Fund Specialist. 

Rona is the mother of a beautiful daughter and enjoys reading and attending industry-related events. In her spare time, she enjoys golfing, cooking and being an armchair athlete.

Clifford Boland M.Ed, MBA
Financial Coach

Clifford brings to his position the wisdom and experience of 25 years in senior management positions in the public and private sectors, complemented by 18 years in financial planning.

Clifford is a graduate of McGill University, Faculty of Education (Dpl.Ed), Bishop's University, Faculty of Psychology (B.A.) and the University of Ottawa, Faculty of Adult Education and Psychology (M.Ed.). He holds an Executive MBA from Harvard University and has completed the Investment Funds and Canadian Security courses.

Clifford is the father of 5 children and enjoys reading, cooking, classical music and fitness training.

He is an independent full-service Financial Planner with Queensbury Strategies Inc.

Emily Sorell
Associate

Emily joined Caring for Clients in 2007 to help Rona and Clifford maintain their high standards of client attention and communication.

Emily is a Bachelor of Arts graduate from Dalhousie University in Halifax. She recently completed the Canadian Securities Course and Conduct and Practices Handbook exam as part of her ongoing commitment to furthering her education.

In her leisure time, Emily enjoys photography, yoga and cooking.

Because your needs may extend beyond our expertise, we also offer a network of qualified, screened professionals who can help with social, career, medical or business related issues.