Rona Birenbaum founded Caring for Clients in 2000 to create a more complete lifecycle of client care.
Along with a team of talented and enthusiastic colleagues, we combine our individual skills and experience to provide clients an enhanced level of service, expertise and caring.
Together, we offer more comprehensive services than you’ll usually find in a financial services company.
Rona Birenbaum BAS, CFP®, LLQP
Rona has worked in financial services for over 30 years within the Credit Union, full-service brokerage, and independent Financial Planning industries. She is an Honours graduate of York University’s Business School, a Certified Financial Planner, a fully licensed Insurance Advisor, and is licensed to sell Mutual Funds, ETFs, Exempt Market Products and GICs through investment dealer, Queensbury Strategies Inc.
Rona co-founded Caring for Clients in 2000 when it was one of Canada’s first Fee Only Financial Planning and Wealth Management firms. The firm now employs professionals whose passion it is to help our clients live their best lives.
Rona is frequently contacted by the media as a resource on a wide range of financial planning subjects.
In her personal time, she enjoys spending time with family, reading non-fiction and watching sports.
Rona is a guest personal finance columnist for The Medical Post and MoneySaver Magazine. Rona is frequently contacted by the media as a resource on a wide range of financial planning subjects.
She is on the Advisory Board of fintech start-up Benefi and a volunteer with Junior Achievement, delivering financial literacy programs in the public school system.
Her team of 9 financial professionals serve the planning needs of Canadians coast to coast.
Rona is the mother of a beautiful daughter and enjoys reading and attending industry-related events. In her spare time, she enjoys cooking, travel and being an armchair athlete.