Caring for Clients is a Toronto financial planning firm specializing in business owners, corporate executives, pre-retirees, recently widowed people and busy professionals.
Founded by Rona Birenbaum, BAS CFP®, CHFS in 2000 to create a more complete lifecycle of client care, the firm features a team of talented and enthusiastic professionals that combine individual skills and experience to provide clients more comprehensive services than you’ll usually find in a financial services company.