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® Professional
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
“Help! My RRSPs are all over the place”
Consolidating your RRSPs reduces fees and helps clarify your investment performance. Morgan Ulmer explains.
How to protect an inheritance from the risk of divorce
Morgan Ulmer explains some of the ways to protect a financial gift in the event of marriage breakdown.
Why demonstrating value on an ongoing basis is a must for fee-based advisors
Demonstrating value to our clients is about more than knowing the industry and updating client portfolios. Getting to know clients is where the real value is uncovered.
Latest Blog Posts
October’s Good News
Bear doors, the Cook sisters, sharing love, and an armband for stroke patients. October’s Good News!
September’s Good News
Forest schools, elephant parades, the UpLift, and Barbie’s latest venture. September’s Good News!
August’s Good News
Olympians making a living, the sunken living room, the summer of 1816, and the beloved butter tart. August’s Good News!
From Our Youtube Channel
Why an employment lawyer may be right for you
