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
Is shifting retirement investments into save havens a good idea?
Many investors struggle to find a balance between preserving wealth and ensuring liquidity. Rona Birenbaum shares her views on how to align your portfolio to achieve both and benefit from a future market upturn.
How to bring up estate planning with family this holiday season
Almost 57% of Canadians don’t know the end-of-life wishes of their loved ones. Such discussions are important − but not optimal while gathered for your traditional family holiday meal.
Why it’s important to start teaching kids about money early on
Our upbringing influences our financial literacy and money attitudes. Here’s why it’s important to teach kids about money early in life. But it’s never too late!
Latest Blog Posts
January’s Good News
Now that’s the icing on the cake, paying it forward, alternative therapy, and the Canadian Modern exhibition. January’s Good News!
December’s Good News
Living on a Prayer, ice cream champs, Scruff the eco-dog, and the Comedy Wildlife Photography Awards. December’s Good News!
November’s Good News
Poppies in the sand, 30 by 30, promoting personal dignity, and downtown’s year-round patio. November’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
