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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

Advisors need to ‘dust off the old inflationary playbook’ as rising costs rattle clients

Advisors need to ‘dust off the old inflationary playbook’ as rising costs rattle clients

Rising inflation is forcing some advisors to have difficult conversations with clients about their spending habits and whether they should make adjustments to their financial plans. The inflation and interest-rate landscapes are “shifting dramatically,” wrote BMO Capital Markets economists in a Nov. 19 report, adding they believe rising costs could be “more persistent than most initially thought” and interest rate hikes could come sooner and faster than forecast.

Full Article >

Advisors need to ‘dust off the old inflationary playbook’ as rising costs rattle clients

How advisors are helping clients tap into RRSPs tax efficiently amid COVID-19

Advisors say withdrawing from an RRSP early is not something clients should panic about, but they should do this cautiously with other measures in place. As some Canadians looked to make ends meet during the pandemic, accessing extra funds may have meant tapping into savings – and for some, withdrawing from their registered retirement savings plans (RRSPs) earlier than expected was the solution.

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Advisors need to ‘dust off the old inflationary playbook’ as rising costs rattle clients

How to say no to adult children who ask for money

It’s always hard to say ‘no’ to your kids, from when they’re little and want one more bedtime story to when they’re adults looking for help to pay the rent, buy a car or purchase their first home. With less job stability, the rising cost of living and skyrocketing rent and housing prices, it’s no wonder so many millennials and Gen Z adults are turning to the ‘bank of mom and dad’ for financial support.

Full Article >

Latest Blog Posts

November’s Good News

November’s Good News

Peloton’s got nothin’ on Motitech, Johnny Appleseed in the 21st century, boosting your brain power and fashion for the visually impaired. November’s Good News!

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October’s Good News

October’s Good News

The guy behind the GIF, fighting homelessness with tiny houses, cat communities, Canada’s Island Walk. October’s Good News!

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September’s Good News

September’s Good News

Leaders in the online marketplace, fun science facts, more uses for the mRNA vaccine, and Canva’s giving plans. September’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