by Rona Birenbaum BAS CFP®, CHFS | Oct 28, 2022 | In the News
Saving for post secondary education is a long term-commitment, while inflation and market conditions are temporary. Morgan Ulmer offers some advice for clients who will be drawing on their RESP savings within the next 5 years. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Sep 29, 2022 | In the News
Sharon and Tom Scanlan began a podcast in June 2021 called Hidden Gems Toronto. The podcast looks to introduce listeners to people and places that fly under the radar, but have interesting stories to tell. Full Article >
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 >
