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
Big banks dominate list of most trusted financial brands, upstarts make headway with support from young people
Toronto-Dominion and Royal Bank of Canada are the country’s most trust financial brands, but with complications.
Rising rates are good news for near-retirees seeking longevity insurance
Annuities are getting more attractive, so is it time to inch in as rates rise further?
How often should financial planning be done to be most effective?
Financial plan updates “tend to have different personalities” as clients age and their priorities shift, but there isn’t an age or life stage at which they need less frequent updates, says an advisor.
Latest Blog Posts
July’s Good News
Intergenerational roommates, like Legoland – but with balloons, a remarkable treatment for haemophila, new uses for kitchen supplies, and The Good Swap. July’s Good News!
June’s Good News
A beer a day keeps the doctor away, sunscreen for roadways, a breakthrough in the treatment of colorectal cancer, and a nice Canadian guy. June’s Good News!
May’s Good News
No more messy wraps, home cooking from Italy, hiding out during a storm, and Canadian movie magic. May’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