In the News

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.

View Rona’s profile >

Why robo-advisers are starting to lose clients back to humans

Why robo-advisers are starting to lose clients back to humans

Robo-advisers are still a financial industry newcomer, but they’ve been around long enough to start losing clients who were unhappy with their experience. Financial planner Rona Birenbaum recently took on someone who moved some money from a full-service brokerage firm to a robo-firm, and then was disappointed not to get financial planning in addition to investment management. “This person wanted a consolidated approach and to speak to real people,” Ms. Birenbaum said.

Full article >