Media
Meet Rona Birenbaum and Caring for Clients
An introduction to Rona and the firm she founded in 2000.
What's the Difference Between a RRIF and an Annuity?
Published by Globe and Mail
December 30, 2015
Educating Canadians on retirement income investment structures. Globe and Mail Expert Q&A response.
The Pros and Cons of Incorporation
Published by Toronto Star
May 8, 2012
Helping readers determine if they should incorporate.
Tax Changes Demand a Compensation Strategy Review
Published by Medical Post
March 21, 2017
Doctors may want to adjust how they pay themselves in light of CRA changes.
Setting a New Retirement Income Target
Published by Financial Post
July 23, 2013
Helping Canadians think more rationally about retirement savings targets.
Preparing for Death
Published by The Canadian Press
June 1, 2014
The importance of speaking to your spouse about this challenging topic before a crisis.
Mixing Business with Pleasure - The Pitfalls
Published by Toronto Star
January 28, 2013
Comingling personal and business finances are a recipe for frustration. The problem and recommended solutions.
If I have a Pension - Why not own 100% Equities?
Published by Globe and Mail
May 11, 2016
Globe Retirement Q&A Expert response.
How do my husband and I plan? - Age difference
Published by Globe and Mail
October 22, 2015
Globe retirement Q&A expert answer to a reader question.
Crafting a Parallel Plan
Published by Toronto Star
May 10, 2012
Important information to protect the long term interests of entrepreneurs.
Can I Afford to Travel in Retirement?
Published by Globe and Mail
March 1, 2016
Globe Retirement Q&A expert answer.
Change is coming
Published by Toronto Star
April 9, 2013
An outline of budget changes to the treatment of capital assets, SR&ED, and tax credits for small business owners.
URL: http://caringforclients.com/site/caring_for_clients/assets/pdf/toronto_star_-_change_is_coming.pdf
AODA and Small Business
Published by Toronto Star
May 15, 2013
Helping business owners understand their obligations under the new legislation and providing tools to support them.
Are you Playing Rational Roulette with your Retirement Plans
Published by Financial Post
November 9, 2015
The impact of aging on financial decision making ability.
Beware the Prospectors
Published by Medical Post
December 20, 2016
How to avoid falling victim to predatory advisors.
URL: http://caringforclients.com/site/caring_for_clients/assets/pdf/17,01_beware_the_prospectors.pdf
Biography
Rona Birenbaum 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 the top Independent Firms in Canada in 2017 and 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. Birenbaum is frequently contacted by the media as a resource on a wide range of financial planning subjects and is a MoneySense Approved advisor.
Recognition/Reconnaissance
Wealth Professional Woman of Influence 2017 | Professional
Women are still under-represented at senior levels in financial services. Wealth Professional identified 26 women in financial services in Canada who are in leadership positions. Many would be considered trailblazers. Rona was one of them.
Wealth Professional Top Canadian Independant Firm (less than 10 employees) | Professional
2017 Winner of this prestigious award.
Wealth Professional Top Canadian Independant Firm (less than 10 employees) | Professional
Caring for Clients was Nominated
Wealth Professional Top Canadian Independant Firm (less than 10 employees) | Professional
Caring for Clients was Nominated
Wealth Professional Top Canadian Independant Firm (less than 10 employees) | Professional
Caring for Clients was Nominated
Wealth Professional Top 50 in Canada | Professional
Identified as one of the top financial advisors in Canada.
Wealth Professional Top 50 in Canada | Professional
Identified as one of the top financial advisors in Canada.
Wealth Professional Top 50 in Canada | Professional
Identified as one of the top financial advisors in Canada.
Past Talks
Three Investing Secrets You Need to Know
Lunch and Learn
Ontario Nurse's Association, February 9, 2016
Money Concerns and Career Planning
Cannexus
Ottawa, January 26, 2016
Numerous print and video interviews by Canadian Media
various
Toronto
Financial Planning is not investment advice
Lunch and Learn
Ontario Nurse's Association, April 19, 2016
Financial Planning When Everything Has Changed
Camp Widow
Toronto, March 24, 2017