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Taxes: Next Steps

Taxes Next Steps

Ottawa may have backpedalled on some of its tax proposals but physicians remain very concerned.

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Women of Influence

Women of Influence

Rona Birenbaum is the perfect example of the progress women have made in wealth management.

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When buying critical illness insurance makes sense

“When buying critical illness insurance makes sense”

Financial planner Rona Birenbaum says the most compelling reason to buy a critical illness policy would be if someone isn’t eligible for disability insurance — for instance, a stay-at-home parent who doesn’t have an income to replace.

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This strategy could have you thinking twice

This strategy could have you thinking twice about the benefits of annuities

With interest rates rising, it's time for a fresh look at the cash-for-life comfort and convenience of annuities.

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When buying critical illness insurance makes sense

Opening a TFSA at your bank

Everything you need to know about the process and being prepared to meet a financial representative.

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WP - Wealth Professional

WP Wealth Professional Magazine

Determined, Innovative and Successful: Meet the Team Who Is Taking Over the Wealth Industry, One Client at a Time

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When buying critical illness insurance makes sense

“Help, my husband won’t get a job!”

Get ready for some tough love, says Rona Birenbaum, a Toronto-based financial planner and founder of Caring for Clients.

Full Article on MoneySense.ca >

Canadian Wealth Professional Award

Canadian Wealth Professional Award

Caring for Clients is more than proud to announce that we were the 2016 winners of the Canadian Wealth Professional Award for: 

BEST INDEPENDENT ADVISOR OFFICE - FEWER THAN 10 STAFF

Full Release >

Avoid falling victim to predatory advisers

“Avoid falling victim to predatory advisers”

The Medical Post
December 10, 2016

  • The Globe and Mail - Let's Talk Investing
    - Rona is interviewed by Rob Carrick of the Globe and Mail in the following video series:

" Employee Benefits: Life Insurance"

 

"Employee Benefits: Disability Insurance"

 

"How to create your own employee benefits?"

  • The Globe and Mail - Let's Talk Investing
    - Rona is interviewed by Rob Carrick of the Globe and Mail in the following video series:

"Financial Considerations for Adult Children"

 


"The Sick Parent"

 

"The Death of a Spouse"

 

 

  • "Living the good life in retirement"
     - Rona and Clifford's clients, Janet and Bob, talk about the benefits of financial planning in their  interview with Ellen Roseman of the Toronto Star.

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