by Rona Birenbaum BAS CFP®, CHFS | Mar 21, 2018 | Risk Management
It’s a little-known fact that insurance companies charge more to policy holders who pay monthly than those who pay annually. In general, monthly payors pay 7% to 9% more. Why do Canadians voluntarily choose the more expensive option? And which option should you...
by Rona Birenbaum BAS CFP®, CHFS | Mar 21, 2018 | In the News
Advisors should be prepared to lose an account in order to protect vulnerable seniors from fraud or being taken advantage of by unscrupulous family members. Rona Birenbaum, financial planner and founder of Caring for Clients, has first-hand experience of dealing with...
