by Rona Birenbaum BAS CFP®, CHFS | May 17, 2020 | In the News
Calling clients has become even more important for advisors as stock markets whipsaw and businesses struggle under the pressure of the pandemic. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | May 14, 2020 | In the News
Rona Birenbaum, founder and certified financial planner at Caring for Clients, a fee-for-service financial-planning firm in Toronto, encourages advisors to discuss with clients, especially older ones, how the current market volatility might impact their retirement...
by Rona Birenbaum BAS CFP®, CHFS | May 5, 2020 | In the News
Prior to the COVID-19 pandemic, life insurance wasn’t necessarily a major concern for Canadians. But the new coronavirus has done a stellar job of showing us just how quickly our financial security can be disrupted. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | May 4, 2020 | In the News
When I’m thinking to myself, “All right. Who do I need to talk to about money? Who would be a great source of wisdom and calmness and guidance in this time?” I thought I should introduce you to the person who helps me most. I’m going to...
by Rona Birenbaum BAS CFP®, CHFS | Apr 24, 2020 | In the News
A big worry when the economy takes a turn is around the ability to maintain your lifestyle and cover expenses. A good first step is to take a look at your expenses and see where you can cut back, since things that seemed like “needs” a few months ago will be pretty...
by Rona Birenbaum BAS CFP®, CHFS | Apr 12, 2020 | In the News
According to an Ipsos poll, commissioned by Global News, which shows that while the average person has nearly three months worth of savings, “a significant proportion of Canadians have almost no capacity to pay for their bills without an income.” Full Article...
