About Our Team

17 years of caring

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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.

Rona Birenbaum BAS, CFP®, CHFS
Financial Planner

Rona has worked in financial services for 22 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 fully licensed Insurance Advisor, and has completed her Certified Financial Planning Designation (CFP), Canadian Securities course, Canadian Options course and the Partners, Directors and Officers exam.

Rona is frequently contacted by the media as a resource on a wide range of financial planning subjects and publishes a popular financial blog, Money Insights.

Rona is the mother of a beautiful daughter and enjoys reading and attending industry-related events. In her spare time, she enjoys cooking, travel and being an armchair athlete.

 

Alexandra Boland, Certified Financial Planner

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 currently assists in the development of financial plans and works with client to ensure that plans get implemented effectively.

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.

 

Semevo Hessou, Certified Financial Planner
 

Semevo joined Caring for Clients in 2013.  Semevo earned a degree in Business and Marketing from the Poitiers University in France and a Masters of Economics and Finance from the University of Geneva.  He successfully completed the Canadian Securities Course and his Certified Financial Planner designation (CFP).  Prior to joining Caring for Clients, Semevo held a service management role at B2B Bank.  Semevo is excited about helping our clients acheive their goals.

In his spare time, Semevo enjoys family time, reading, swimming and dancing.

 

Sylvia Thys, FPSC Level 1™ Certificant in Financial Planning


Associate Planner

Sylvia is the newest Caring for Clients team member having joined us in February, 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 working towards earning the Certified Financial Planners designation (CFP).  Prior to joining Caring for Clients, Sylvia held an Associate Advisor role at HollisWealth. She also worked independently with Toronto based fee only financial planners.  

In her spare time, Sylvia enjoys spending time with family and friends and volunteering in her local community.  She enjoys music, dancing, cooking, travelling as well as outdoor activities such as biking and taking long hikes.

 

Sara Ready, FPSC Level 1™ Certificant in Financial Planning

Associate Planner

Sara joined us in August, 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.
 
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.
 

 

 

Jenny Da Silva | Service Associate

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 enjoys the addition of client-related activities in her current role, which involves documentation management/compliance, account transaction administration, and scheduling.  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 Fernando and spending time with her entire family.

 

 


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.

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Click below to hear Rona talk about the Caring for Clients planning approach.

Rona Birenbaum video