Rona Birenbaum
Founder and President Caring for Clients
Media
Social
Biography
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
Areas of Expertise
Accomplishments
Wealth Professional Top Canadian Independant Firm (less than 10 employees)
2017-06-01
2017 Winner
Wealth Professional Top Canadian Independant Firm (less than 10 employees)
2017-04-03
Caring for Clients was Nominated
Wealth Professional Top Canadian Independant Firm (less than 10 employees)
2016-05-22
Caring for Clients was Nominated
Wealth Professional Top Canadian Independant Firm (less than 10 employees)
2015-05-22
Caring for Clients was Nominated
Wealth Professional Top 50 in Canada
2015-03-06
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
2013-03-06
Identified as one of the top financial advisors in Canada.
Education
Canadian Securities Institute
csc
Investing
1995
Financial Planners Standards Counsel
CFP
Financial Planning
1997
Shulich School of Business - York University
Marketing Honours
Commerce
1991
Affiliations
- Financial columnist - The Medical Post
- Financial Sectory Advisory Board Member - Centennial College
Links
Languages
- English
Event Appearances
Money Concerns and Career Planning
Cannexus Ottawa
2016-01-26
Three Investing Secrets You Need to Know
Lunch and Learn Ontario Nurse's Association
2016-02-09
Financial Planning is not investment advice
Lunch and Learn Ontario Nurse's Association
2016-04-19
Financial Planning When Everything Has Changed
Camp Widow Toronto
2017-03-24
Numerous print and video interviews by Canadian Media
various Toronto
Articles
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.
Beware the Prospectors
Medical Post2016-12-20
How to avoid falling victim to predatory advisors.
If I have a Pension - Why not own 100% Equities?
Globe and Mail2016-05-11
Globe Retirement Q&A Expert response.
Can I Afford to Travel in Retirement?
Globe and Mail2016-03-01
Globe Retirement Q&A expert answer.
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.
Are you Playing Rational Roulette with your Retirement Plans
Financial Post2015-11-09
The impact of aging on financial decision making ability.
How do my husband and I plan? - Age difference
Globe and Mail2015-10-22
Globe retirement Q&A expert answer to a reader question.
Preparing for Death
The Canadian Press2014-06-01
The importance of speaking to your spouse about this challenging topic before a crisis.
AODA and Small Business
Toronto Star2013-05-15
Helping business owners understand their obligations under the new legislation and providing tools to support them.
Setting a New Retirement Income Target
Financial Post2013-07-23
Helping Canadians think more rationally about retirement savings targets.
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.
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.
Crafting a Parallel Plan
Toronto Star2012-05-10
Important information to protect the long term interests of entrepreneurs.
The Pros and Cons of Incorporation
Toronto Star2012-05-08
Helping readers determine if they should incorporate.
