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®
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. Honest and integrity are the hallmarks of your service – please keep up the excellent work!”
Judy & Robin McLeod
In the News
Why many business owners are contemplating an exit
A recent Statistics Canada survey of almost 17,000 business owners found that about 3 per cent have plans to transfer or sell their business within the next year, which translates into hundreds of deals across the country based on the sample size alone.
‘It’s never too late’ to fight off risk of dementia as you age
There are 564,000 people in Canada with dementia, the broader category of cognitive impairment that includes Alzheimer’s disease, according to the Alzheimer Society of Canada. Every year, 78,600 new cases are diagnosed, according to a national dementia strategy released by Health Canada in 2019.
A guide for seniors trying cannabis for the first time, a fascinating look at the menopausal brain and a Footloose-inspired protest from a group of Newfoundland seniors
It’s been nearly three years since Ottawa legalized the recreational use of cannabis and one of the big surprises has been just how many seniors are utilizing pot products for health reasons — or just plain fun.
Latest Blog Posts
August’s Good News
Don’t write off that cup of java, looking to the animal world to address medical needs, the measure of a good life, spilling the beans. August’s Good News!
July 30th, 2021: Good News of the Week
Spreading the love, investing responsibly, Canadian cycling, and a potential solution to food insecurity. This week’s Good News!
July 23rd, 2021: Good News of the Week
Mindreading in the 21st century, making for social good, the Nova Scotia way, only in Canada, eh? and cross-country travel. This week’s Good News!
From Our Youtube Channel
Is it time for annuities? – An expert’s opinion
How ETFs are increasing the cost of advice
Choosing a return rate when financial planning