by Rona Birenbaum BAS CFP®, CHFS | Aug 2, 2022 | In the News
Toronto-Dominion and Royal Bank of Canada are the country’s most trust financial brands, but with complications. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Jul 4, 2022 | In the News
Annuities are getting more attractive, so is it time to inch in as rates rise further? Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Jun 3, 2022 | In the News
Financial plan updates “tend to have different personalities” as clients age and their priorities shift, but there isn’t an age or life stage at which they need less frequent updates, says an advisor. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Apr 13, 2022 | In the News
Many companies are turning to technology such as customer relationship software to help manage growing client volume, but some say they aren’t always the best option for managing relationships. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Apr 13, 2022 | In the News
The rise of financial planning done transparently for a flat or hourly fee is one of the most positive developments in the world of money over the past decade. But providing financial plans is a service like accounting or providing legal advice, and sometimes the...
by Rona Birenbaum BAS CFP®, CHFS | Apr 7, 2022 | In the News
Most Canadians eventually get around to estate planning and putting their financial affairs in order – even if that often occurs later in life than it should. Full Article >
