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

In the News

Latest Blog Posts

September 25th, 2020: Good News of the Week

September 25th, 2020: Good News of the Week

Canada’s most exciting medical research competition, a stranded whale’s courageous escape, a free online health and nutrition course from Stanford, and a fascinating comparison of the largest stars in the universe. This week’s Good News.

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September 18th, 2020: Good News of the Week

September 18th, 2020: Good News of the Week

Delicious recipes you can make for under $8, free digital animation tutorials from Pixar, expert advice on navigating an unusual autumn, and a heartwarming story about a peculiar chair and the kindness of strangers. This week’s Good News.

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Probabilities and Predictions

Probabilities and Predictions

For me, the first two months of the Covid-19 State of Emergency dragged by.  Days felt like weeks.  Weeks, like months.  And then something changed - slowly but surely.  The ground beneath me felt more solid.  My ability to predict what might happen over the course of...

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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