Have Canada’s best financial planning firm looking out for you
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
Investors are told throughout the course of their lives to spend less and save more if they want a comfortable retirement. For some, those frugal habits can be hard to break once they stop working – even if they’ve saved more than they could hope to spend for the rest of their lives.
The average price of a cottage in Ontario leapt to new heights after the COVID-19 pandemic began. With everyone cooped up inside and eager for a getaway, demand rose for recreational properties accessible from Toronto.
The consequences of taxes and beneficiary designations on registered accounts like RRIFs can be confusing—and sometimes this confusion results in estate goals not being carried out as intended.
Latest Blog Posts
Vaccine Hunters Canada, how scientists turned a spiderweb into hauntingly beautiful music, a teenaged CPR superhero, and the four most dramatic changes the earth undergoes every day (without you noticing). This week’s Good News.
While the basics of EI are well known, it may surprise some recipients that they must repay some of the benefits if their net income exceeds a certain threshold.
Why you shouldn’t feel discouraged by the latest lockdown, how to be the best at anything, why people believe they can’t draw when they actually can, and how to be a better public speaker. This week’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