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
RRSP to RRIF, and LIRA to LIF: How it all gets done
The need-to-knows when converting a LIRA to a LIF or annuity.
Nine reasons Canadians may owe a tax balance this year
It’s best to avoid surprises at tax time. Morgan Ulmer explains some of the factors that contribute to your tax bill.
‘I’ll show you mine if you show me yours’: Why exposing your bank account to your partner makes your relationship stronger
Money and spending don’t have to be stressors in your relationship. In this article, Alexandra Boland shared some suggestions with The Star.
Latest Blog Posts
June’s Good News
The loonie circle, 30-second rule, prescribed grazing, and dancing grannies. June’s Good News!
Tax Saving Strategies for Fixed Income Investors – Part II
Our previous post described the tax hit that many fixed income investors are experiencing due to higher interest rates and two strategies for tax savings. Today we highlight three more strategies.
Reducing taxes for fixed income investors – Part I
Over the last couple of years, higher interest rates have caused many fixed income and GIC investors to face significantly larger tax bills on the interest earned in their non-registered portfolios.
From Our Youtube Channel
Why an employment lawyer may be right for you
