Have Canada’s best financial planning firm looking out for you
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. Honesty and integrity are the hallmarks of your service – please keep up the excellent work!”
Judy & Robin McLeod
In the News
She wanted to make a difference in people’s lives. That’s why Rona Birenbaum founded Caring for Clients. Learn more about what shaped Rona’s career in her Globe and Mail interview.
It’s important to speak openly with your partner about personal finances. This transparency is essential in planning your future together.
Rona cautions that the cost of multiple real estate moves can impact long-term financial security in retirement.
Latest Blog Posts
Starting in the 2023 tax year, new trust reporting requirements came into effect that require many Canadians to start filing a trust tax return (specifically, a T3 and Schedule 15 forms).
A musical prodigy, speaking Canadian, photo journaling, and wood construction. February’s Good News!
Launched in April 2023, the First Home Savings Account (FHSA) offers some interesting financial planning opportunities to Canadians who aren’t homeowners.
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