by Rona Birenbaum BAS CFP®, CHFS | Dec 15, 2017 | All About Investing, Retirement
Exchange Traded Funds (ETFs) are supposed to reduce the cost clients pay for investment management. However, in some cases, I’ve noticed that they are actually increasing it. Start-up and growth of ETFs ETFs have been around for longer than you might think – in...
by Rona Birenbaum BAS CFP®, CHFS | Dec 14, 2017 | In the News
Toronto-based financial planner Rona Birenbaum says annuity buyers can solve this by purchasing a permanent life insurance policy representing all or some of the capital amount used to purchase the annuity. Full Article on MoneySense.ca >
by Rona Birenbaum BAS CFP®, CHFS | Nov 21, 2017 | In the News
Ottawa may have backpedalled on some of its tax proposals but physicians remain very concerned. Download Article (PDF) >
by Rona Birenbaum BAS CFP®, CHFS | Oct 13, 2017 | In the News
With interest rates rising, it’s time for a fresh look at the cash-for-life comfort and convenience of annuities. Download Article (PDF) >
by Rona Birenbaum BAS CFP®, CHFS | Oct 10, 2017 | All About Investing, Risk Management
The Financial Planning Standards Council (FPSC) recently issued new guidelines for Certified Financial Planners (us!), in the development of financial plans. Many assumptions go into building a financial plan. Rate of return on investments is only one of them, but...
