Members

Rona Birenbaum

Toronto

Caring for Clients

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Rona Birenbaum

Member Bio

(This member hasn't written a bio yet!)

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.

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

No items found.

Designation(s)

CFP (Canada)

Compensation Models

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

Professional Associations

No items found.

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
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.
No items found.