by Rona Birenbaum BAS CFP®, CHFS | Nov 12, 2018 | In the News
For high-net-worth individuals approaching retirement and concerned about outliving their money, any of these programs can do the job. A single strategic insight or two can easily recoup the modest fees charged. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Nov 5, 2018 | In the News
What would it take for you to be “financially comfortable?” For many, the answer might be lower than they think. Watch the Video >
by Rona Birenbaum BAS CFP®, CHFS | Oct 27, 2018 | In the News
For close to a decade, homeowners have enjoyed rock-bottom interest rates. However, that’s slowly changing. This week, the Bank of Canada raised its key rate by a quarter-point for the fifth time since July 2017, pushing up borrowing costs for consumers. Full...
by Rona Birenbaum BAS CFP®, CHFS | Oct 19, 2018 | In the News
Rona Birenbaum wants you to be financially successful. Rona started out in the financial services industry at a time when sales commissions were huge and the focus was on making money for yourself, and not necessarily your clients. Listen to the Podcast...
by Rona Birenbaum BAS CFP®, CHFS | Oct 17, 2018 | All About Tax
Whether you keep your tax records in a fireproof safe on the second floor, stacked up beside the microwave, or in five coloured folders in your home office… deciding which ones to keep and which to discard can be stressful and time-consuming. The golden rule? Hold on...
