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 step up to provide free advice to Canadians impacted by COVID-19 fallout

Advisors step up to provide free advice to Canadians impacted by COVID-19 fallout

David O’Leary, founder and principal at Toronto-based fee-for-service financial planning firm Kind Wealth, wanted to do something constructive as the COVID-19 pandemic began to disrupt people’s lives. So, as businesses closed their doors and layoffs spread across the country, he launched the Coronavirus Relief Effort to offer free personal finance consultations for anyone struggling with the economic impact of the pandemic.

“Obviously, people are concerned and have a lot of fears. And as financial planners and financial advisors, there’s an expertise and a skill set we can bring to the table,” Mr. O’Leary says. “I don’t expect we’ll be able to solve a cash-flow shortage, but we [can offer] words of advice, a non-judgmental ear to listen and a framework to help [people] think about how to make decisions.”

Rona Birenbaum, founder and certified financial planner at Caring for Clients, a fee-for-service financial-planning firm in Toronto, also saw Mr. O’Leary’s call for volunteers and got in touch.

Full Article >

Latest Blog Posts

April 8th, 2020: Good News of the Day

April 8th, 2020: Good News of the Day

Jack Dorsey, the CEO and co-founder of Twitter and Square, has pledged 1 billion dollars’ worth of Square shares to fighting the coronavirus outbreak. This is the largest pledged gift by a private individual yet, and with any luck, it will bring us one step closer to ending this pandemic once and for all.

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April 7th, 2020: Good News of the Day

April 7th, 2020: Good News of the Day

Thinking of trying to hone your culinary skills while you’re stuck at home? Some Toronto-based chefs have started an open-source cookbook to help people of all skill- levels learn to cook during the pandemic.

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April 6th, 2020: Good News of the Day

April 6th, 2020: Good News of the Day

Over the last few weeks, it’s been easier than ever to get lost in a sea of bad news and frightening predictions. But don’t lose heart – from new testing technology to increased ventilator production, here’s a roundup of 11 encouraging developments in the coronavirus crisis. (Thanks to our client RB for sharing this link with us!)

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