by Rona Birenbaum BAS CFP®, CHFS | May 31, 2019 | In the News
Rona Birenbaum, certified financial planner and founder of Toronto-based fee-only financial planning firm Caring for Clients, has made it a priority to work with several clients of lower net worth – including millennials, many of whom are new to investing and still...
by Rona Birenbaum BAS CFP®, CHFS | May 29, 2019 | In the News
The rise of the housing market over the past 10 years has turned home ownership into a story told in financial more than lifestyle terms. Full Article (PDF) >
by Rona Birenbaum BAS CFP®, CHFS | May 21, 2019 | In the News
Budgeting and planning is key when travelling with kids in tow, experts say. Full Article >
by Morgan Ulmer CFP® | May 14, 2019 | All About Investing, All About Tax
Morgan Ulmer, CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of financial planning and financial literacy training under her belt. She is as comfortable working on complex financial planning engagements as she is...
