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
Decision Overload: Too Many Varieties of ETFs?
According to the most recent data from the Canadian ETF Association, Canadians now have 766 ETFs to choose from, 87 more than the year before. Investors can access ETFs covering everything from the broad index to geographic or sector-specific strategies like India, automobile innovation, cannabis or U.S. healthcare, and investment strategies such as low volatility.
Second COVID-19 wave has parents struggling to decide whether they can afford to not work
With schools adjusting to new online and in-person classroom setups, the pandemic has left many working parents struggling to juggle their careers along with acting as full-time caregivers and teachers. Even those with kids physically back in school are worried how long that will last.
Private schools pitch in to help parents pay for tuition amid the pandemic
Paying for private school can be a stretch for many families, especially over several years, but the economic challenges brought on by the COVID-19 pandemic have made it particularly hard this year.
Latest Blog Posts
October 23rd, 2020: Good News of the Week
A hilarious online soap opera, a new time-travel tool from Merriam-Webster, a support program for pet owners during the pandemic, and how random acts of kindness can improve your health. This week’s Good News.
October 16th, 2020: Good News of the Week
An intergalactic fixit clinic, a free online personal finance course, a Twitter thread that will make you smile, and some jack-o’-lantern masterpieces. This week’s Good News.
October 9th, 2020: Good News of the Week
A brilliant theatre experience you can watch from home, mental health advice for teens, what Canada is doing to help protect the environment, and an antidote for the monster under your kid’s bed. 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