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. Honesty and integrity are the hallmarks of your service – please keep up the excellent work!”
Judy & Robin McLeod
In the News
Advisors chew over regulators’ warning on industry awards
Should financial advisor industry awards be based on sales results, or the quality of the service provided to clients? Rona shares her support of new regulations in this article.
Dental costs soaring across Canada as fee guides get updated
Inflation has caught up to dental practices across the country. Don’t be surprised the next time you visit your dentist.
Why asking uncomfortable questions is a ‘professional responsibility’ for advisors
Talking about your finances can by awkward, but a thorough and responsible planner asks the difficult questions to get a better idea of how to advise you.
Latest Blog Posts
September’s Good News
Moveable MRI systems, chameleon paint, the Y.M.C.A., and shrinkflation warnings. September’s Good News!
August’s Good News
A millionaire’s tax, the pencil box case, Iggy’s Market, and food prescriptions. August’s Good News!
July’s Good News
International animal outreach, wearing the blues, Stratford in the digital era, and land art. July’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
