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
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The Golden Girl Finance, the financial voice for women, interviews Rona Birenbaum.
Seniors find an unconventional way to supplement retirement income – as film extras
In a bid to earn money in their retirement years, some older Canadians are finding work in creative areas of the job market, such as acting.
Latest Blog Posts
A Five Step DIY Financial Plan for Canadians Under 40
If you are under 40, do you need to pay for a customized financial plan? People in this life stage juggle many priorities, often with limited dollars. Buy a house now, later or never? Have one spouse stay home with kids? Go back to school? Pay down debt or invest?
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How much allowance should you pay your child?
There’s no two way about it – kids are expensive. A common statistic found on both sides of the border is that a child will cost $250,000 over 18 years to raise. That works out to $1150 per month.
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What is the medical expense tax credit, and does it apply to me?
In the past year I have fortunately been diagnosed with celiac disease and moderate hearing loss. I say “fortunately” because these afflictions are…
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Is it time for annuities? – An expert’s opinion
How ETFs are increasing the cost of advice
Choosing a return rate when financial planning