by Morgan Ulmer CFP® | Apr 24, 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 Rona Birenbaum BAS CFP®, CHFS | Apr 24, 2019 | In the News
The Golden Girl Finance, the financial voice for women, interviews Rona Birenbaum. Full article >
by Rona Birenbaum BAS CFP®, CHFS | Apr 23, 2019 | In the News
In a bid to earn money in their retirement years, some older Canadians are finding work in creative areas of the job market, such as acting. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Apr 18, 2019 | In the News
Surging investor confidence in early 2018 is starting to look like reckless enthusiasm. Investors have lately shown a willingness to take on risk in search of home-run returns, and the investment industry is serving up products to capitalize. Download Article (PDF)...
by Rona Birenbaum BAS CFP®, CHFS | Apr 17, 2019 | In the News
The government of Ontario is proposing stricter regulations for financial planners and financial advisers by cracking down on individuals who are not qualified to use those titles. Read the Article >
by Rona Birenbaum BAS CFP®, CHFS | Apr 15, 2019 | In the News
It’s a phenomenon financial planners are seeing more and more: workers in their mid-50s are laid off or given a buyout package and then run up against a wall trying to find another job. That’s happening “more often than ever before,” according to Rona Birenbaum,...
by Rona Birenbaum BAS CFP®, CHFS | Apr 14, 2019 | In the News
We talk to Rona Birenbaum, found of Caring For Clients, about what as an investor you can do about how ETF’s are increasing the cost of financial advice. Listen to the Podcast >
by Morgan Ulmer CFP® | Apr 12, 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 Morgan Ulmer CFP® | Apr 9, 2019 | Musings, We Think You Might Enjoy...
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 Rona Birenbaum BAS CFP®, CHFS | Mar 7, 2019 | In the News
Men capture the vast majority of the benefits from federal income tax breaks, according to a new report by the Canadian Centre for Policy Alternatives. The study looked at 45 measures that currently allow Canadians to lower their federal tax bill and found that for...
