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

Downsizing to one car from two can do wonders for retirees finances

Financial advisors warning clients about the perils of living longer

One of the biggest concerns investors have is outliving their money – and it’s often their financial advisors who tell them if this fear could become a reality. This discussion is more challenging today due to volatile stock markets, low returns for fixed-income products and a more precarious labour market, including the trend toward contract work and away from jobs with defined-benefit pension plans.

Full Article >

Latest Blog Posts

August 12, 2019: Fresh finds of the week

August 12, 2019: Fresh finds of the week

What to do about a falling stock market, social media and the “age of envy”, a sneaky marketing technique to watch out for, and the link between exercise and happiness. This week’s fresh finds.
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RESP Withdrawal Tips

RESP Withdrawal Tips

Congratulations! You’ve been diligently saving in an RESP, and now your child is heading to post-secondary. Here’s what you need to know about withdrawing these funds
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August 12, 2019: Fresh finds of the week

August 6, 2019: Fresh finds of the week

What to do about a falling stock market, social media and the “age of envy”, a sneaky marketing technique to watch out for, and the link between exercise and happiness. This week’s fresh finds.
read more

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