Have Canada’s best financial planning firm looking out for you
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 Professional
“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
If your paycheque needs a little oomph, now may be the time to look for a new gig. Changing jobs is always a chance to ratchet up your compensation, but the current labour market may be a historical opportunity to net a big pay bump.
When it comes to deciding whether or not private school is the right choice for your child, parents may be overwhelmed by the financial considerations. Financial experts say that the smart way to evaluate this choice is to look at it from a holistic and long-term perspective.
For almost three decades, many investors and financial professionals have looked to the “4-per-cent rule” as a rough guide for how much money they would need to withdraw from their portfolios annually to retire comfortably.
Latest Blog Posts
Leaders in the online marketplace, fun science facts, more uses for the mRNA vaccine, and Canva’s giving plans. September’s Good News!
Don’t write off that cup of java, looking to the animal world to address medical needs, the measure of a good life, spilling the beans. August’s Good News!
Spreading the love, investing responsibly, Canadian cycling, and a potential solution to food insecurity. 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