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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

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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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