by Rona Birenbaum BAS CFP®, CHFS | Jan 24, 2017 | All About Investing
You might think it’s easy to know whether your investments are doing well. And that it will be easier yet, post-CRM2, now that your investment professionals are required to report on how well you did and what fees you paid. But alas, this isn’t quite true. There are...
by Rona Birenbaum BAS CFP®, CHFS | Dec 18, 2016 | In the News
Caring for Clients is more than proud to announce that we were the 2016 winners of the Canadian Wealth Professional Award for: BEST INDEPENDENT ADVISOR OFFICE – FEWER THAN 10 STAFF Full Release >
by Rona Birenbaum BAS CFP®, CHFS | Dec 10, 2016 | In the News
Physicians are sought after clients in the financial services industry. Download Article (PDF) >
by Rona Birenbaum BAS CFP®, CHFS | Nov 12, 2016 | Musings, We Think You Might Enjoy...
My friend is dying, long before her time. I visited her at the hospital today and the subject of bucket lists came up. She asked me if I had one. I don’t. For a moment I felt guilty about it. For heavens sake, a movie was made about them. Am I disrespecting...
by Rona Birenbaum BAS CFP®, CHFS | Nov 3, 2016 | Musings, We Think You Might Enjoy...
You’ve read the articles. Inability to save is like death by a thousand cuts. Cut out the small spends like expensive coffee is a step towards financial security. Yes, I could have made a coffee and bagel for a fraction of what I paid Starbucks for it this...
by Guest Blogger | Jun 24, 2016 | All About Investing
Guest post by: Ian Mucignat CFA. Ian is a professional mortgage broker with TMG The Mortgage Group who helps individuals get the best mortgage products at the best price. Bridge loans are a confusing concept for people. Don’t feel bad, I know people that work...
by Guest Blogger | Jun 9, 2016 | All About Investing, Musings, We Think You Might Enjoy...
Guest post by: Jeanette Bicknell, PhD, CMed. She is a professional mediator who helps leaders manage conflict, and helps families communicate more effectively. When Harry met Sally it seemed like their differences complemented one another. He loved it that she was...
by Rona Birenbaum BAS CFP®, CHFS | Apr 22, 2016 | In the News
Get ready for some tough love, says Rona Birenbaum, a Toronto-based financial planner and founder of Caring for Clients. Full Article on MoneySense.ca >
by Guest Blogger | Feb 17, 2016 | All About Investing, Cash Flow Concerns, Risk Management
Today’s blog post is courtesy of Ian Mucignat, a mortgage broker with TMG. We asked him, “How dangerous is it to sign an offer to purchase without a condition of financing?” He told us: In today’s heated real estate market, it’s not uncommon to...
by Rona Birenbaum BAS CFP®, CHFS | Nov 1, 2015 | All About Investing, Cash Flow Concerns, Retirement
Many Canadian seniors will be surprised when their RRIF payments decline by as much as 28% in 2016. Seniors age 82-and-under will see a decrease of at least 20%* Seniors that chose to receive the RRIF minimum payment will be most affected. That minimum is determined...
