Rona Birenbaum of Caring for Clients is rank 18 in Wealth Professional Canada's 2019 Top 50 Advisors
Caring for Clients
Queensbury Strategies
In 2017, Rona Birenbaum’s firm, Caring for Clients, was named Best Independent Office (Fewer Than 10 Staff) at the Wealth Professional Awards. That seems to generated momentum for Birenbaum, who saw her AUM grow by 13% to hit $200 million in 2018.
Yet for Birenbaum, the real reward has always been enhancing the lives of others. Her goals for 2019 include hiring another CFP and further developing her team to deliver the highest-quality advice and service, despite the challenges of increasingly burdensome compliance requirements.
