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Rona at The Personal Finance Show

Rona at The Personal Finance Show

Rona Birenbaum wants you to be financially successful. Rona started out in the financial services industry at a time when sales commissions were huge and the focus was on making money for yourself, and not necessarily your clients.

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Why Canadians invest too much at home

Why Canadians invest too much at home

Rona Birenbaum has reviewed plenty of portfolios during her career as a financial advisor, and there’s one issue that pops up time and time again: Canadians are too invested in the Canadian stock market. “In this day and age, for me to still see that, I can’t help but shake my head,” says the Toronto-based CFP with Caring for Clients.

Full Article on MoneySense.ca >

Rona Birenbaum, CFP® ’s Advisor Profile

Rona Birenbaum, CFP® ’s Advisor Profile

Known as “the firm you can trust”, Caring for Clients was one of Canada’s first fee-for-service financial planning firms. Founded by industry trailblazer, Rona Birenbaum, it is now an 8-person Financial Planning and Wealth Management firm that provides comprehensive advice regarding cash flow, retirement, investing, tax and estate planning as well as risk management/insurance.

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