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
How advisors can help clients rethinking their retirement
Advisors should focus on helping clients find an equilibrium, says Alim Dhanji, senior financial planner at Assante Financial Management Ltd. in Vancouver.
Women’s Philanthropy & Jewish Foundation – Taking Charge of Your Finances
Following the 70-per-cent income rule could mess up your retirement plans
Some experts say the often-cited figure is no longer reliable.
Latest Blog Posts
June 11th, 2021: Good News of the Week
Toronto’s colourful rock snake, packing with popcorn, a shining example of how to slow traffic and a chance to win $6,000. This week’s Good News!
June 4th, 2021: Good News of the Week
Home improvements that put money in your pocket, the unsightly and dangerous become a work of art, a Danforth business owner personifies compassion and the Indian company that must be one of the top 5 places to work around the globe. This week’s Good News!
May 28th, 2021: Good News of the Week
Cookie deliveries by drone, when honesty prevails, social media used for the good of humanity, a new way to look at your air conditioner, and lots of beautiful sunflowers. 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