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
How parents can help their children financially – without hurting themselves
Parents are often more than willing to help their adult children financially – whether it’s getting ahead with an education, buying a first home, or with financial hardships such as a job loss or business failure.
Dividend stocks have stumbled amid COVID-19: What does that mean for investors?
On the roller coaster ride that is the stock market, many dividend investors are used to a smoother trip. That’s part of the appeal of owning stocks in large, established companies that reward shareholders by regularly distributing a slice of their earnings through dividends.
Advisors and their clients find renewed value in the telephone
Calling clients has become even more important for advisors as stock markets whipsaw and businesses struggle under the pressure of the pandemic.
Latest Blog Posts
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.
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.
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.
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