Have Canada’s best financial planning firm looking out for you
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
Some experts say the often-cited figure is no longer reliable.
Investors are told throughout the course of their lives to spend less and save more if they want a comfortable retirement. For some, those frugal habits can be hard to break once they stop working – even if they’ve saved more than they could hope to spend for the rest of their lives.
Latest Blog Posts
An extreme act of selflessness, learning like Da Vinci, the rewards of perseverance and how eating restaurant castoffs can help the environment. This week’s Good News!
An example of true love, why the simple things really matter, tips to boost your productivity and why Caring for Clients is saying thank you. This week’s Good News!
How to tame your “advice monster”, some curated wisdom from the experts, why gardening is good for your mental health, and how the “Josh Fight” meme turned into a reality (and raised thousands for charity!). 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