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
Why advisors are going into workplaces to educate employees on financial matters
Morgan Ulmer shares her insights on the benefit of employee financial education programs.
Inflation is causing some to think twice about having kids: ‘It doesn’t make sense’
Don’t let inflation deter you from growing your family. The real answers can be found in the financial planning process. Rona Birenbaum explains.
Is it a good idea for parents to gift money to children for the Tax-Free First Home Savings Account?
The First Home Savings Account is a great way to help adult children break into the housing market. Before gifting large sums of money to your kids, remember to evaluate the impact on your own financial future.
Latest Blog Posts
February’s Good News
Vending machines 2.0, say “hi” with a snowman, a gentle giant, and the ketchup boat guy. February’s Good News!
January’s Good News
Now that’s the icing on the cake, paying it forward, alternative therapy, and the Canadian Modern exhibition. January’s Good News!
December’s Good News
Living on a Prayer, ice cream champs, Scruff the eco-dog, and the Comedy Wildlife Photography Awards. December’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
