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Rona Birenbaum - Caring for Clients. Toronto, ON, CA

Rona Birenbaum Rona Birenbaum

Founder and President | Caring for Clients

Toronto, ON, CANADA

Personal Finance Expert, Entrepreneur, Working Mom

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Biography

Rona has worked in financial services for over 25 years within the Credit Union, full-service brokerage and independent Financial Planning industries. She founded Caring for Clients, a fee only financial planning firm in 2000. She is an Honours graduate of York University's Business School, a Certified Financial Planner (CFP), and an Insurance Advisor. Wealth Professional Magazine named Caring for Clients one of the top Independent Firms in Canada and Rona one of the top 50 Advisors in Canada three years running.

She has developed an outstanding team of four financial professionals and as a team they deliver outstanding value to their diverse clientele.

Rona is frequently contacted by the media as a resource on a wide range of financial planning subjects and is a MoneySense Approved advisor.

Industry Expertise (3)

Financial Services Insurance Investment Management

Areas of Expertise (5)

Financial Planning Personal Finance Personal Insurance Investment Advisor Best Practices Investment Advisory

Accomplishments (7)

Wealth Professional Top 50 in Canada (professional)

2013-03-06

Identified as one of the top financial advisors in Canada.

Wealth Professional Top 50 in Canada (professional)

2014-03-06

Identified as one of the top financial advisors in Canada.

Wealth Professional Top 50 in Canada (professional)

2015-03-06

Identified as one of the top financial advisors in Canada.

Wealth Professional Top Canadian Independant Firm (less than 10 employees) (professional)

2015-05-22

Caring for Clients was Nominated

Wealth Professional Top Canadian Independant Firm (less than 10 employees) (professional)

2016-05-22

Caring for Clients was Nominated

Wealth Professional Top Canadian Independant Firm (less than 10 employees) (professional)

2017-04-03

Caring for Clients was Nominated

Wealth Professional Top Canadian Independant Firm (less than 10 employees) (professional)

2017-06-01

2017 Winner

Education (3)

Shulich School of Business - York University: Marketing Honours, Commerce 1991

Financial Planners Standards Counsel: CFP, Financial Planning 1997

Canadian Securities Institute: csc, Investing 1995

Affiliations (2)

  • Financial columnist - The Medical Post
  • Financial Sectory Advisory Board Member - Centennial College

Languages (1)

  • English

Event Appearances (5)

Numerous print and video interviews by Canadian Media

various  Toronto

Financial Planning When Everything Has Changed

Camp Widow  Toronto

2017-03-24

Financial Planning is not investment advice

Lunch and Learn  Ontario Nurse's Association

2016-04-19

Three Investing Secrets You Need to Know

Lunch and Learn  Ontario Nurse's Association

2016-02-09

Money Concerns and Career Planning

Cannexus  Ottawa

2016-01-26

Articles (14)

The Pros and Cons of Incorporation Toronto Star

2012-05-08

Helping readers determine if they should incorporate.

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Crafting a Parallel Plan Toronto Star

2012-05-10

Important information to protect the long term interests of entrepreneurs.

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Mixing Business with Pleasure - The Pitfalls Toronto Star

2013-01-28

Comingling personal and business finances are a recipe for frustration. The problem and recommended solutions.

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Change is coming Toronto Star

2013-04-09

An outline of budget changes to the treatment of capital assets, SR&ED, and tax credits for small business owners.

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Setting a New Retirement Income Target Financial Post

2013-07-23

Helping Canadians think more rationally about retirement savings targets.

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AODA and Small Business Toronto Star

2013-05-15

Helping business owners understand their obligations under the new legislation and providing tools to support them.

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Preparing for Death The Canadian Press

2014-06-01

The importance of speaking to your spouse about this challenging topic before a crisis.

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How do my husband and I plan? - Age difference Globe and Mail

2015-10-22

Globe retirement Q&A expert answer to a reader question.

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Are you Playing Rational Roulette with your Retirement Plans Financial Post

2015-11-09

The impact of aging on financial decision making ability.

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What's the Difference Between a RRIF and an Annuity? Globe and Mail

2015-12-30

Educating Canadians on retirement income investment structures. Globe and Mail Expert Q&A response.

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Can I Afford to Travel in Retirement? Globe and Mail

2016-03-01

Globe Retirement Q&A expert answer.

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If I have a Pension - Why not own 100% Equities? Globe and Mail

2016-05-11

Globe Retirement Q&A Expert response.

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Beware the Prospectors Medical Post

2016-12-20

How to avoid falling victim to predatory advisors.

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Tax Changes Demand a Compensation Strategy Review Medical Post

2017-03-21

Doctors may want to adjust how they pay themselves in light of CRA changes.

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