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 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
What to do with all the cash you’ve saved during the pandemic
A surprising side effect of the pandemic is the largest cash hoard in history. Here’s what Canada’s suddenly prolific savers should do with all that money.
How to prepare for a potential tax hike on capital gains
The threat of a higher capital gains tax rate is resurfacing in conversations between financial advisors and their clients as Ottawa looks for ways to pay down a soaring deficit amid billions in spending on pandemic-relief measures.
HELOC-Funded Home Reno?
Months of pandemic-forced confinement have us yearning for more space. With rising home prices making it harder to buy a new home, Canadians are looking to optimize their existing space, by undertaking costly home renovation projects.
Latest Blog Posts
February 26th, 2021: Good News of the Week
How to use design thinking for a happier life, an online tool to help you process your emotions, how NASA’s technology is saving the world’s largest fish, and 15 genius cleaning hacks for families. This week’s Good News.
February 19th, 2021: Good News of the Week
Inspiring thoughts from a centenarian, how to trick your brain into falling asleep, some tools for channelling your mind’s inner chatter, and a scientific accomplishment that is (literally!) out-of-this world. This week’s Good News.
February 12th, 2021: Good News of the Week
The Great Backyard Bird Count, the miraculous effects of walking, a free online mental health support program for Ontarians, and a hilariously relatable Zoom mishap. This week’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