The Team

Rona Birenbaum founded Caring for Clients in 2000 to create a more complete lifecycle of client care.

Along with a team of talented and enthusiastic colleagues, we combine our individual skills and experience to provide clients an enhanced level of service, expertise and caring.

Together, we offer more comprehensive services than you’ll usually find in a financial services company.

Meet Our Team:

Rona Birenbaum BAS, CFP®, CHFS
Certified Financial Planner®

Rona Birenbaum BAS, CFP®, LLQP

Certified Financial Planner® Professional

Rona has worked in financial services for over 30 years within the credit union, full-service brokerage, and independent financial planning industries. She is an Honours graduate of York University’s Business School, a Certified Financial Planner, a fully licensed Insurance Advisor, and is licensed to sell mutual funds, ETFs, exempt market products and GICs through our investment dealer Queensbury Strategies Inc.

Rona co-founded Caring for Clients in 2000. It was one of Canada’s first Fee Only Financial Planning and Wealth Management firms at that time. The firm now employs a team of professionals whose passion it is to help our clients live their best lives.

Rona is frequently contacted by the media as a resource on a wide range of financial planning subjects.

In her personal time, she enjoys spending time with family, reading non-fiction, and watching sports.

Alexandra Boland CFP®

Certified Financial Planner® Professional

Alexandra joined the Caring for Clients team in January 2011 having previously spent almost three years in a senior client service role within a large asset management firm. Alexandra is a talented financial planner and investment advisor. She effectively integrates financial planning strategy with tactical investment implementation to ensure client success.

Alexandra has a Bachelor of Commerce degree in Management Economics in Industry and Finance from the University of Guelph. She has her Canadian Securities Course (CSC) and has completed her Certified Financial Planner (CFP) designation.

In her spare time, Alexandra enjoys travelling, cooking, and spending time with friends and family.

Morgan Ulmer CFP®

Certified Financial Planner® Professional

Morgan joined the team in 2019 with 8 years of financial planning and financial literacy experience under her belt. She is as comfortable working on complex financial planning engagements as she is helping young adults understand budgeting and debt management.

She joined Caring for Clients with the objective of expanding the reach of independent, objective financial planning and wealth management as a means of improving the lives of others. Her positive attitude and excellent research and problem solving skills are a perfect fit for the personalized and customized service that our clients value.

When not at work, Morgan leads an active life with her husband and three children and is an active participant and volunteer in her community.

Rachel Metzger CFP®

Certified Financial Planner® Professional
Rachel Metzger

Rachel joined Caring for Clients in 2022 with 15 years of experience in financial services. In her last role, she provided investment and financial planning advice at one of Canada’s big 5 banks. Rachel loves numbers and seeing clients achieve their goals and loves being able to express those interests without any pressure to sell products. At Caring for Clients, she provides holistic advice and uses her skills to assist clients in integrating all parts of life and finance.

Rachel holds a Bachelor of Arts degree in General Psychology, with a minor in biology, from Wilfrid Laurier University. She has the Certified Financial Planner designation and has completed the Investment Funds in Canada course.

In her spare time, Rachel is an avid card maker. She enjoys nature walks, watching sports and going to concerts with her partner.

Sara Ready CFP®

Certified Financial Planner® Professional

Sara joined us in 2016. Previously, she spent two years as a credit counsellor at InCharge Canada, and four years at Tangerine Bank as a mutual fund representative where she received the annual Good Guy award (it should have been renamed the “Good Gal” award)!

Wanting to make an even bigger difference in the industry, she began the journey towards CFP certification, and worked with two fee-only financial planning firms before she became aware of the opportunity at Caring for Clients. A natural for the profession, Sara received the top mark in Canada the year she wrote the final CFP exam (1st out of 463).

Sara has a Bachelor of Arts and Science from McMaster University and is bilingual in French.

In her spare time, Sara enjoys hiking and cross-country skiing with her family and friends.

Tatenda Katsidzira CFP®

Certified Financial Planner® Professional

Tatenda joined Caring for Clients in January 2018. He previously worked at State Farm as an Insurance and Mutual Fund Account Representative. He was also an associate at ING Direct (now Tangerine Bank). Prior to migrating to Canada, Tatenda worked at several financial institutions in Zimbabwe.

His industry experience and desire to help people through comprehensive financial planning benefit both his clients and his colleagues.

In his spare time he enjoys spending time with his family, sports and watching documentaries.

Cathy Fletcher CFP®, MBA, CPCA

Certified Financial Planner® Professional
Cathy Fletcher

Cathy joined Caring for Clients in June of 2021 with 16 years of experience with a large Canadian asset manager. She thrives on helping clients organize all the complex pieces of their financial life. She then helps them put the pieces together in clear, straightforward plans that clients really understand and that map out the path to achieving their families’ short and long-term goals.

Cathy has a Master of Business Administration degree from York University, holds the CFP designation and holds the CPCA (Certified Professional Consultant on Aging) designation. A talented financial planner, Cathy received the top mark in Canada when she wrote the final CFP exam. She has volunteered with FP Canada helping to prepare content for the national certification exam and marking the CFP exam.

She joined Caring for Clients because it is a firm focused on providing truly independent financial planning advice, making it available to all, including those who manage their investments themselves, or who have most of their net worth in their business or real estate assets.

Cathy is married with two amazing adult children and one beautiful granddaughter. In her personal life, she loves to travel, read, and swim. She regularly volunteers with VON Durham Region Hospice Services.

Sylvia Thys QAFP®

Qualified Associate Financial Planner™

Sylvia joined us in 2016. Sylvia earned a degree in Accounting from the Hoger Instituut der Kempen in Belgium. She spent 15 years working in corporate finance before earning her postgraduate degree in Financial Planning at George Brown College.

She successfully completed the Canadian Securities Course (CSC) and is a Qualified Associate Financial Planner™. Prior to joining Caring for Clients, Sylvia held an Associate Advisor role at HollisWealth.

During her personal time, Sylvia loves hiking, traveling, and spending time with her close-knit community and friends.

Jennifer Hughes CFP®, MMath, BScH, BA

Certified Financial Planner® Professional
Jennifer Hughes

Jennifer joined Caring for Clients in 2021. She joined us following a career in the consulting and insurance industries, where she specialized in group retirement programs.

Jennifer enjoys helping clients prepare for their future and organize their day-to-day financial affairs.

Her natural enthusiasm for financial planning and propensity to offer assistance to family and friends led Jennifer to donate her time to the Community Volunteer Income Tax Program (CVITP), a program providing free tax return filings for Canadians with modest incomes. It was this experience that originally inspired her to seek out a career helping individuals understand and navigate their financial options.

Jennifer can frequently be found out walking trails with her friends (two or four legged!) or attending local trivia nights.

Jenny da Silva

Operations and Client Service Manager

Jenny joined the Caring for Clients team in 2013 after honing her administrative skills working in the back office of our investment dealer, Queensbury Strategies Inc.

Jenny is responsible for operations and administration which is an essential component of our dynamic, full-service practice.  She has primary responsibility for compliance, transaction administration, and admin-related client service.  Jenny’s “can-do” attitude fits in perfectly with our mission to meet and exceed the needs of our clients.

In her spare time, Jenny enjoys being super mom to her young son and spending time with her entire family.

Chris Janes

Client Service and Administration
Chris Janes

Chris joined Caring for Clients in 2021. Chance brought her to us, but her experience and attitude make her a natural choice for the team. Chris started her career at Scotiabank and eventually found her way to the mutual fund industry. Following the birth of her son, Chris spent a little over a decade managing her own professional organizing business before deciding that the next step was for her to support business owners. At the end of the day, Chris is all about helping others. She believes everyone has a story and deserves to be heard; we’re all here to get along, support each other and get the job done right!

Because your needs may extend beyond our expertise, we also offer a network of qualified, screened professionals who can help with social, career, medical or business related issues.

CFP® are certification trademarks owned outside the U.S by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.

is a certification trademark of Financial Planning Standards Council. Used under license.