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...
by Rona Birenbaum BAS CFP®, CHFS | Mar 5, 2018 | In the News
In Scrimp and Splurge, financial planner Rona Birenbaum looks at how Canadians make everyday spending decisions. Here she speaks with Christine Solomon, a Canadian actress whose latest work involves the movie Kids Can. Full article >
by Rona Birenbaum BAS CFP®, CHFS | Mar 2, 2018 | In the News
Converting 30% of your holdings to annuities is the best option for those without DB pensions. Full Article on MoneySense.ca >
by Rona Birenbaum BAS CFP®, CHFS | Feb 16, 2018 | All About Investing, Cash Flow Concerns, Risk Management
Back in late 2008 a client of mine shared an article with me about a new mutual fund company called EdgePoint. I did the research, and as a result, discovered one of Canada’s premiere investment management firms. Our clients were some of the earliest EdgePoint...
by Rona Birenbaum BAS CFP®, CHFS | Feb 1, 2018 | In the News
International stock markets are increasingly volatile, but some experts suggest that rapid changes could actually be good for you. Financial planners note that stock market downturns are normal and that experiencing this amount of volatility could actually help...
