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

HELOC-Funded Home Reno?

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.

Full Article >

Latest Blog Posts

February 26th, 2021: Good News of the Week

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.

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February 19th, 2021: Good News of the Week

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.

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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