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. Honest and integrity are the hallmarks of your service – please keep up the excellent work!”
Judy & Robin McLeod
In the News
How advisors are managing clients with limited time and resources
Many companies are turning to technology such as customer relationship software to help manage growing client volume, but some say they aren’t always the best option for managing relationships.
What to do if that financial plan you paid thousands for disappoints
The rise of financial planning done transparently for a flat or hourly fee is one of the most positive developments in the world of money over the past decade. But providing financial plans is a service like accounting or providing legal advice, and sometimes the customer isn’t satisfied with what they get for the $1,500 to $5,000 cost of a plan. What then?
Why you may need to change your executor as you get older, soaring inflation might not be as worrisome as retirees may think and the pros and cons of joint accounts
Most Canadians eventually get around to estate planning and putting their financial affairs in order – even if that often occurs later in life than it should.
Latest Blog Posts
April’s Good News
The cutest pirate ever, springtime in Holland, a reason to sing in the rain, hanging on to a routine and youthful philanthropy. April’s Good News!
March’s Good News
Bridging the generation gap, drones to the rescue, let it snow, and LEGO makes an MRI scanner. March’s Good News!
February’s Good News
The corvette in WWII, the Philippines’ active mobility infrastructure, stray cats save a business, and one solution to Toronto’s housing crisis. February’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