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

With tax audits increasing, how can advisors help?

With tax audits increasing, how can advisors help?

Being audited by the Canada Revenue Agency (CRA) is never a fun ordeal, but advisors can play an important role in helping their clients get through the process as stress-free as possible. In fact, that role could become more prominent for advisors as a recent C.D. Howe Institute paper says the CRA could come under pressure to raise additional revenue through aggressive tax audits to help pay for the lower tax revenue and relief measures resulting from the COVID-19 crisis.

Full Article >

Decision Overload: Too Many Varieties of ETFs?

Decision Overload: Too Many Varieties of ETFs?

According to the most recent data from the Canadian ETF Association, Canadians now have 766 ETFs to choose from, 87 more than the year before. Investors can access ETFs covering everything from the broad index to geographic or sector-specific strategies like India, automobile innovation, cannabis or U.S. healthcare, and investment strategies such as low volatility.

Full Article >

Latest Blog Posts

November 20th, 2020: Good News of the Week

November 20th, 2020: Good News of the Week

A drive-through holiday festival, how to help your teenager make decisions about their education during the pandemic, some out-of-this-world photos of ordinary things, and a gorgeous map of the earth’s circulatory system. 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