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
Women-centric financial advisory teams offer investors a unique perspective
An all-female team may offer investors a different, perhaps more relatable, approach to financial advice.
What’s a TFSA for? It can help your kids be student-debt free
The beauty of tax-free savings accounts is their simplicity. You put money in, watch it grow tax-free and take it out whenever you want, also tax-free. That’s it.
What is advice-only financial planning?
All investors can benefit from financial advice. Quite simply there is ‘stuff’ that we don’t know. And you don’t know what you don’t know. But there are professionals who do know. There are various types and levels of advice. In this post we will top line what is advice-only financial planning? It can also be referred to as pay-for-service advice.
Latest Blog Posts
January 24, 2020: Fresh finds of the week
A list of evil tech companies, important information about your child’s passport, some stunning under-water photography, and insights on depression and anxiety from an expert.
January 17, 2020: Fresh finds of the week
How to improve your critical thinking skills, expert tips for developing new habits, what your new car knows about you, and 10 things investors can expect in 2020. This week’s Fresh Finds.
20 over 20
The trends that shaped personal finance and the financial services industry over the past 20 years.
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