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
Unlocking the Annuity Puzzle: Why Canadians avoid what seems to be the perfect retirement vehicle
Annuities promise guaranteed lifetime income—so why do Canadians avoid them? We unpack the “annuity puzzle” and when they may actually make sense.
What retirees need to know about tax brackets for 2025
Purchasing a life annuity is like creating your own pension plan, and a viable way to ensure a lifelong income stream. Yet Canadians still hesitate to purchase them. This article explains how to incorporate an annuity in your portfolio, and whether it’s a good option for you.
Poor millionaire homeowners: retirement with lots of home equity and not enough savings
If your equity is tied up in your home and you’re finding it difficult to get by in retirement, you’ve got options.
Latest Blog Posts
November’s Good News
Order up!, bald eagles, upcycling denim, and product philanthropy. November’s Good News!
October’s Good News
The Comedy Wildlife Contest, RBC Amphitheatre, biodegradable plastic, and solving wildlife crime. October’s Good News!
September’s Good News
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From Our Youtube Channel
Why an employment lawyer may be right for you