by Rona Birenbaum BAS CFP®, CHFS | Mar 27, 2024 | In the News
Rona contributed to this Moneysense primer on converting your RRSP to a RRIF. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Mar 12, 2024 | In the News
Modular financial planning can benefit those who would otherwise make decisions on their own, but there is greater value in seeing the whole financial picture. Rona Birenbaum explains why. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Feb 26, 2024 | All About Tax, Estate Matters
New – Bare trusts are exempt from trust reporting requirements for 2023 Starting in the 2023 tax year, new trust reporting requirements came into effect that require many Canadians to start filing a trust tax return (specifically, a T3 and Schedule 15 forms). As part...
by Rona Birenbaum BAS CFP®, CHFS | Feb 23, 2024 | Musings, We Think You Might Enjoy...
Dino was born two and a half months prematurely and was late reaching developmental milestones. But at age five he mastered 18 classical piano pieces and that was only the beginning. Despite a hearing impairment, Dino’s musical abilities flourished, and he has gone on...
by Rona Birenbaum BAS CFP®, CHFS | Feb 15, 2024 | In the News
She wanted to make a difference in people’s lives. That’s why Rona Birenbaum founded Caring for Clients. Learn more about what shaped Rona’s career in her Globe and Mail interview. Full Article >
