SLEEP BETTER. HAVE TORONTO’S BEST
FINANCIAL PLANNING FIRM LOOKING OUT FOR YOU.

RONA BIRENBAUM, financial planner
BAS, CFP, CHFS

We look 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? Find out first »

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?”