Rona Birenbaum

Founder and President Caring for Clients

  • Toronto ON

Personal Finance Expert, Entrepreneur, Working Mom

Contact

Media

Social

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

Financial Services
Insurance
Investment Management

Areas of Expertise

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

Accomplishments

Wealth Professional Top 50 in Canada

2013-03-06

Identified as one of the top financial advisors in Canada.

Wealth Professional Top 50 in Canada

2014-03-06

Identified as one of the top financial advisors in Canada.

Wealth Professional Top 50 in Canada

2015-03-06

Identified as one of the top financial advisors in Canada.

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Education

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

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

Links

Languages

  • English

Event Appearances

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

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Articles

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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