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Video: CBC/The National

Rona Birenbaum is Interviewed by CBC / The National: How stock market volatility could be good for you

International stock markets are increasingly volatile, but some experts suggest that rapid changes could actually be good for you. Financial planners note that stock market downturns are normal and that experiencing this amount of volatility could actually help investors from getting too confident.

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How annuities can beef up retirement cash flow

“How annuities can beef up retirement cash flow”

Toronto-based financial planner Rona Birenbaum says annuity buyers can solve this by purchasing a permanent life insurance policy representing all or some of the capital amount used to purchase the annuity.

Full Article on MoneySense.ca >

The Globe and Mail logo

Four ways the limits to aggressive investing are being tested

Surging investor confidence in early 2018 is starting to look like reckless enthusiasm. Investors have lately shown a willingness to take on risk in search of home-run returns, and the investment industry is serving up products to capitalize.

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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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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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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.

Full Article on MoneySense.ca >

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.

Full Article on MoneySense.ca >

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.

   MoneySense Approved Financial Advisor     Top 50 2015

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