by Rona Birenbaum BAS CFP®, CHFS | Apr 6, 2018 | Estate Matters, Risk Management
At some point, you wisely purchased insurance to protect you and/or your dependents from the financial risk of premature death, disability, critical illness, or the need for long-term care. To get that coverage, you likely did one or more of: Answer a bunch of medical...
by Rona Birenbaum BAS CFP®, CHFS | Apr 6, 2018 | In the News
Given that earning up to $50,000 of annual passive investment income will not be punitive, strategies that minimize income generated on a corporately owned investment portfolio, while still growing the capital are increasingly important. Full article >
by Rona Birenbaum BAS CFP®, CHFS | Apr 2, 2018 | In the News
For many investors, diversification is key – a mix of equities, fixed income and cash based on your risk appetite. But when it comes to investment advice, does the same approach hold true? Full article >
by Rona Birenbaum BAS CFP®, CHFS | Mar 21, 2018 | Risk Management
It’s a little-known fact that insurance companies charge more to policy holders who pay monthly than those who pay annually. In general, monthly payors pay 7% to 9% more. Why do Canadians voluntarily choose the more expensive option? And which option should you...
by Rona Birenbaum BAS CFP®, CHFS | Mar 21, 2018 | In the News
Advisors should be prepared to lose an account in order to protect vulnerable seniors from fraud or being taken advantage of by unscrupulous family members. Rona Birenbaum, financial planner and founder of Caring for Clients, has first-hand experience of dealing with...
