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
We look 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
Pay Off Debts or Invest? How to Solve this Dilemma
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.
Four ways the limits to aggressive investing are being tested
Surging investor confidence in early 2018 is starting to look like reckless enthusiasm. Investors have lately shown a willingness to take on risk in search of home-run returns, and the investment industry is serving up products to capitalize.
Latest Blog Posts
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.
read more
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…
read more
A 3-Week Meal Plan that will save you time, money and your sanity
Like most people with careers and kids, mine is a busy family. This lifestyle involves the relentless tasks of homework, housework, yard work, pickups, drop offs, and of course the most unceasing of all…keeping everyone fed!
read moreFrom 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