Sleep better
Have Canada’s best financial planning firm looking out for you
Sleep better
Have Toronto’s best financial planning firm looking out for you
Caring for Clients looks after the whole client.
We call this Integrative Financial Planning. Allowing us to help manage the whole financial picture takes trust. We’re willing to earn that trust over time, by being there when you need us, and by dealing with issues most financial planners don’t.
Is a fee-for-service financial planner right for you?
Rona Birenbaum BAS, CFP®, CHFS
Certified Financial Planner®
Pick the Person Most Like You and Start Your Financial Plan:
Ruth | Recent Widow
“Suddenly I’m all alone. I’m looking for someone I can trust.”
Oscar | Selling a Business
“I've had a great run, but it's time to sell my business.”
Garth | Corporate Executive
“Work consumes all my time. I need a personal financial advisor.”
Gord | Pre-Retirement
“I hope to retire in 10 to 15 years. What should I be doing today?”
Richard | Recently Downsized
“I was always in control. Now I need to make the most of my savings.”
Sarah | Busy Professional
“Could I be making better use of tax and savings opportunities?”
Caring for Clients also supports:
Busy business owners, recently separated or divorced individuals, newly married couples, aging parents and their children, recent windfall recipients and people just like you.
“We have and will continue to recommend your services to friends, family and colleagues. Honesty and integrity are the hallmarks of your service – please keep up the excellent work!”
Judy & Robin McLeod
In the News
How to cope with the RRSP-to-RRIF deadline in your early 70s
Rona contributed to this Moneysense primer on converting your RRSP to a RRIF.
Comprehensive vs. targeted financial plans – advisors weigh in
Modular financial planning can benefit those who would otherwise make decisions on their own, but there is greater value in seeing the whole financial picture. Rona Birenbaum explains why.
This advisor grew up wanting to be a stage performer but says her career isn’t too far off
She wanted to make a difference in people’s lives. That’s why Rona Birenbaum founded Caring for Clients. Learn more about what shaped Rona’s career in her Globe and Mail interview.
Latest Blog Posts
New Trust Reporting Requirements
Starting in the 2023 tax year, new trust reporting requirements came into effect that require many Canadians to start filing a trust tax return (specifically, a T3 and Schedule 15 forms).
February’s Good News
A musical prodigy, speaking Canadian, photo journaling, and wood construction. February’s Good News!
First Home Savings Account Strategies
Launched in April 2023, the First Home Savings Account (FHSA) offers some interesting financial planning opportunities to Canadians who aren’t homeowners.
From Our Youtube Channel
Is it time for annuities? – An expert’s opinion
How ETFs are increasing the cost of advice
Choosing a return rate when financial planning