Members

Rona Birenbaum

Toronto
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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Rona Birenbaum

Member Bio

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Rona is President of Caring for Clients, a Wealth Management firm that provides comprehensive financial planning, investment management and insurance solutions. Ideal clients for the firm are busy individuals and couples who want to work collaboratively on financial decisions, while delegating research, implementation, and wealth monitoring while keeping them accountable to their most important goals.

Specializations

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Designation(s)

CFP (Canada)

Compensation Models

Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

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Education

University

Assets Under Management

250,000,000-500,000,000

Practice Size

11 to 25

Investment License

Mutual Fund

Provinces Licensed (Investment)

Alberta
British Columbia
Ontario
Quebec
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