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

Latest Blog Posts

July 31st, 2020: Good News of the Week

July 31st, 2020: Good News of the Week

Holographic circus animals, a new blood test for Alzheimer’s disease, the email that saved a news reporter’s life, and how social media helped return an irreplaceable teddy bear to its owner. This week’s Good News.

read more
July 24th, 2020: Good News of the Week

July 24th, 2020: Good News of the Week

A website that lets you open a window to somewhere else in the world, how to draft a cold email that actually gets results, Toronto’s new drive-in concert venue, and some zoo penguins enjoying a bubble machine. This week’s Good News.

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July 17th, 2020: Good News of the Week

July 17th, 2020: Good News of the Week

A 6-year-old superhero, a virtual tree-planting app that helps you focus, a cool new social network for gap-year students, and the world’s nicest security guard. This week’s Good News.

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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