by Rona Birenbaum BAS CFP®, CHFS | Jun 17, 2019 | In the News
“A big part of it is helping clients visualize what’s next,” says Rona Birenbaum, certified financial planner and founder of the Toronto-based fee-only financial planning firm Caring for Clients. “For entrepreneurs, it’s not just their careers, their business is like...
by Morgan Ulmer CFP® | Jun 17, 2019 | 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...
