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...
by Rona Birenbaum BAS CFP®, CHFS | Sep 18, 2017 | All About Investing, Musings, Risk Management
“When I was born the doctor came out to the waiting room and said to my father “I’m very sorry. We did everything we could, but he pulled through.”– Rodney Dangerfield Poor Rodney. Never got any respect. Kind of like annuities. There are a few reasons...
by Rona Birenbaum BAS CFP®, CHFS | Sep 17, 2017 | In the News
Everything you need to know about the process and being prepared to meet a financial representative. Full Article on MoneySense.ca >
by Rona Birenbaum BAS CFP®, CHFS | Sep 1, 2017 | Cash Flow Concerns, Musings
This blog features a very special guest – my university-bound daughter, Rachel! Not too long ago my daughter and I had the following conversation about budgeting. If your child is anywhere from newborn to uni-bound, I hope you’ll find it useful. Mom: How prepared are...
by Rona Birenbaum BAS CFP®, CHFS | Aug 25, 2017 | All About Investing, Risk Management
The Ombudsman for Banking Services and Investments (OBSI) is responsible for managing conflicts and complaints between Canadian banks and their customers and banks. Following a recent rash of customer complaints, the OBSI has commenced a formal review of banking sales...
