Caring for Clients
Rona Birenbaum is the founder of Caring for Clients, one of Canada's first fee-only financial planning and wealth management firms established 20 years ago. Wealth Professional Magazine has named Caring for Clients the top independent firm in Canada (2017) and Ms. Birenbaum one of the top 50 advisors in Canada four years running. She was recently named a woman of influence in financial services.
You've saved hard and soon (if not already) your investments will be an important source of your cash flow. In this presentation, Rona will highlight strategies to reduce tax, extend the life of your capital, and transfer estate capital to your chosen heirs. Her presentation will leave time for attendee questions, so if decumulation is on your mind, here's your chance to ask the expert.