Sleep better
Have Toronto’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
Advisors and their clients find renewed value in the telephone
Calling clients has become even more important for advisors as stock markets whipsaw and businesses struggle under the pressure of the pandemic.
Is postponing retirement in the cards for older Canadians?
Rona Birenbaum, founder and certified financial planner at Caring for Clients, a fee-for-service financial-planning firm in Toronto, encourages advisors to discuss with clients, especially older ones, how the current market volatility might impact their retirement plans.
COVID-19 is changing the way Canadians apply for life insurance
Prior to the COVID-19 pandemic, life insurance wasn’t necessarily a major concern for Canadians. But the new coronavirus has done a stellar job of showing us just how quickly our financial security can be disrupted.
Latest Blog Posts
May 29th, 2020: Good News of the Day
Here’s some good news for you: the atmosphere in Canada has started to improve as the number of new COVID-19 cases continues to decline. It’s much easier to see the silver lining on the horizon than it was a couple of months ago. Starting next week, “good news of the day” will be “good news of the week”.
May 28th, 2020: Good News of the Day
Need help putting up that new shelf or changing your car’s oil? A man who grew up without a father has started a new YouTube channel called “Dad, how do I?” to help others in a similar situation learn how to fix common household problems.
May 27th, 2020: Good News of the Day
Hoping to shake things up at your next virtual hangout? This Uxbridge-based animal sanctuary is offering to let one of their most popular attractions – Buckwheat the donkey – drop in on your Zoom call.
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