Sleep better
Have Toronto’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 Professioinal
“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
How to prepare for a potential tax hike on capital gains
The threat of a higher capital gains tax rate is resurfacing in conversations between financial advisors and their clients as Ottawa looks for ways to pay down a soaring deficit amid billions in spending on pandemic-relief measures.
HELOC-Funded Home Reno?
Months of pandemic-forced confinement have us yearning for more space. With rising home prices making it harder to buy a new home, Canadians are looking to optimize their existing space, by undertaking costly home renovation projects.
Smart Credit Card Use: Are You Spending Wisely?
If you don’t have methods for smart credit card use, it can be costly – Canadians have an average of $3,240 in credit card debt. This isn’t meant to scare you! Credit cards are a handy tool – when used correctly. They’re convenient to pay with, offer perks in cash, gifts, and experiences, and help generate the credit history you need to take out loans for a car or mortgage. But when used incorrectly, they can also lead to financial trouble and stress. In this article, we’ll go over the basics of credit cards: what they are, what happens when you use them incorrectly, and ways to start using them smarter, even to your advantage!
Latest Blog Posts
January 22nd, 2021: Good News of the Week
A list of amazing stage shows you can watch online for free, how to add some joy to your most dreaded household chores, a useful online course for those with chronic health conditions, and some fun inauguration content you might have missed. This week’s Good News.
January 15th, 2021: Good News of the Week
How your breathing habits affect your mental health, a fantastic online resource from the Smithsonian Institution, why you need to have more bad ideas, and a useful tip for your next Zoom meeting. This week’s good news.
January 8th, 2021: Good News of the Week
A program to help you grow in 2021, what you can learn from Bill Gates’ answers to common job interview questions, a creative way to improve your reading comprehension, and some truly incredible leaf art. 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