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
Links (1)
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 Star2012-05-08
Helping readers determine if they should incorporate.
Crafting a Parallel Plan
Toronto Star2012-05-10
Important information to protect the long term interests of entrepreneurs.
Mixing Business with Pleasure - The Pitfalls
Toronto Star2013-01-28
Comingling personal and business finances are a recipe for frustration. The problem and recommended solutions.
Change is coming
Toronto Star2013-04-09
An outline of budget changes to the treatment of capital assets, SR&ED, and tax credits for small business owners.
Setting a New Retirement Income Target
Financial Post2013-07-23
Helping Canadians think more rationally about retirement savings targets.
AODA and Small Business
Toronto Star2013-05-15
Helping business owners understand their obligations under the new legislation and providing tools to support them.
Preparing for Death
The Canadian Press2014-06-01
The importance of speaking to your spouse about this challenging topic before a crisis.
How do my husband and I plan? - Age difference
Globe and Mail2015-10-22
Globe retirement Q&A expert answer to a reader question.
Are you Playing Rational Roulette with your Retirement Plans
Financial Post2015-11-09
The impact of aging on financial decision making ability.
What's the Difference Between a RRIF and an Annuity?
Globe and Mail2015-12-30
Educating Canadians on retirement income investment structures. Globe and Mail Expert Q&A response.
Can I Afford to Travel in Retirement?
Globe and Mail2016-03-01
Globe Retirement Q&A expert answer.
If I have a Pension - Why not own 100% Equities?
Globe and Mail2016-05-11
Globe Retirement Q&A Expert response.
Beware the Prospectors
Medical Post2016-12-20
How to avoid falling victim to predatory advisors.
Tax Changes Demand a Compensation Strategy Review
Medical Post2017-03-21
Doctors may want to adjust how they pay themselves in light of CRA changes.
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