by Rona Birenbaum BAS CFP®, CHFS | Jun 24, 2019 | All About Investing, All About Tax, Musings, Risk Management, We Think You Might Enjoy...
Our weekly take on news and information that is good for you. Not just about money, we highlight some of the most useful content the internet has to offer, straight to your inbox weekly. Is it worth fixing up your car before trading it in? The five biggest estate...
by Rona Birenbaum BAS CFP®, CHFS | Jun 17, 2019 | In the News
“A big part of it is helping clients visualize what’s next,” says Rona Birenbaum, certified financial planner and founder of the Toronto-based fee-only financial planning firm Caring for Clients. “For entrepreneurs, it’s not just their careers, their business is like...
by Morgan Ulmer CFP® | Jun 17, 2019 | All About Tax
Morgan Ulmer CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of financial planning and financial literacy training under her belt. She is as comfortable working on complex financial planning engagements as she is...
by Sara Ready CFP® | Jun 11, 2019 | All About Tax, Cash Flow Concerns, Risk Management
Sara Ready CFP® Certified Financial Planner® professional Sara joined us in August, 2016. Previously, she spent two years as a credit counsellor at InCharge Canada, and four years at Tangerine Bank as a mutual fund representative where she received the annual Good Guy...
by Rona Birenbaum BAS CFP®, CHFS | Jun 6, 2019 | In the News
Financial experts weigh in on how to plan your budget around surprise expenses for new families. Full Article >
by Morgan Ulmer CFP® | Jun 3, 2019 | In the News
We asked Morgan Ulmer, a financial planner in the Calgary office of Toronto-based financial planning firm Caring for Clients, to look at Monica’s situation. Full Article (PDF) >
by Rona Birenbaum BAS CFP®, CHFS | May 31, 2019 | In the News
Rona Birenbaum, certified financial planner and founder of Toronto-based fee-only financial planning firm Caring for Clients, has made it a priority to work with several clients of lower net worth – including millennials, many of whom are new to investing and still...
by Rona Birenbaum BAS CFP®, CHFS | May 29, 2019 | In the News
The rise of the housing market over the past 10 years has turned home ownership into a story told in financial more than lifestyle terms. Full Article (PDF) >
by Rona Birenbaum BAS CFP®, CHFS | May 21, 2019 | In the News
Budgeting and planning is key when travelling with kids in tow, experts say. Full Article >
by Morgan Ulmer CFP® | May 14, 2019 | All About Investing, All About Tax
Morgan Ulmer, CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of financial planning and financial literacy training under her belt. She is as comfortable working on complex financial planning engagements as she is...
