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 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. Honesty and integrity are the hallmarks of your service – please keep up the excellent work!”
Judy & Robin McLeod
In the News
How retirees can overcome ‘irrational’ saving and enjoy their money
Spending decisions in retirement can be difficult. Here is how we, and other planning professionals help.
Why the CRA Cares So Much About Your Relationship Status
Did you know? Your marital status impacts your eligibility for tax credits and your final tax bill. Morgan Ulmer shares her insights.
This is how much you should plan to spend on dental and medical costs in retirement
The paycheque stops coming, but the medical and dental costs don’t! Here’s some insight into how much you should budget for health and dental expenses in retirement.
Latest Blog Posts
May’s Good News
Baby cuddlers, comfort animals, online passport renewals, Kevin’s kindness. May’s Good News!
April’s Good News
Paternal instinct, shoes that grow with you, life on the water, and making a splash. April’s Good News!
March’s Good News
Prix fixe that doesn’t break the bank, space tourism, ugly produce, avian love. March’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
