by Rona Birenbaum BAS CFP®, CHFS | May 17, 2020 | In the News
Calling clients has become even more important for advisors as stock markets whipsaw and businesses struggle under the pressure of the pandemic. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | May 15, 2020 | Musings, We Think You Might Enjoy...
Our weekly “fresh finds” is temporarily renamed “good news of the day”. Each day we will provide you with content that gives you reason to be hopeful and feel more positive about our future. The future is much brighter than it feels at the moment. Feel free to share...
by Rona Birenbaum BAS CFP®, CHFS | May 14, 2020 | Musings, We Think You Might Enjoy...
Our weekly “fresh finds” is temporarily renamed “good news of the day”. Each day we will provide you with content that gives you reason to be hopeful and feel more positive about our future. The future is much brighter than it feels at the moment. Feel free to share...
by Rona Birenbaum BAS CFP®, CHFS | May 14, 2020 | In the News
Rona Birenbaum, founder and certified financial planner at Caring for Clients, a fee-for-service financial-planning firm in Toronto, encourages advisors to discuss with clients, especially older ones, how the current market volatility might impact their retirement...
by Rona Birenbaum BAS CFP®, CHFS | May 13, 2020 | Musings, We Think You Might Enjoy...
Our weekly “fresh finds” is temporarily renamed “good news of the day”. Each day we will provide you with content that gives you reason to be hopeful and feel more positive about our future. The future is much brighter than it feels at the moment. Feel free to share...
