WPCA Top 50 Advisor: Rona Birenbaum

WPCA Top 50 Advisor: Rona Birenbaum

WPCA Top 50 Advisor: Rona Birenbaum Rona Birenbaum
Name: Rona Birenbaum
 
Current: 
  • Founder & Financial Planner, Caring for Clients (2000)
  • Insurance Advisor, Queensbury Insurance Brokers Inc. (2000)
  • Previous:
    • President, Queensbury Strategies Inc. (2004-2007)
    • Investment Advisor, CIBC Wood Gundy (1998-2000)
    • Investment Advisor, Midland Walwyn (1996-1998)
    Years of Experience:
    22 years of experience in financial services
    ACHIEVEMENTS/RECOGNITIONS:
    • She frequently contacted as a resource on a wide range of financial planning subjects and publishes a popular financial blog, Money Insights
    AFFILIATIONS:
    • BNI Corporate Connections Chapter
    EDUCATION:
    • CSC, COC, CFP, PDO, Securities, Financial Planning, Ethics and Compliance,Canadian Securities Institute (1995-2005)
    • B.A.S., Business Marketing, York University- Schulich School of Business (1986-1991) (Graduated with Honours)
    Birthday                            
    Current Town

    Toronto, Canada

    Hometown  
    Family 1 Daughter
    Interests Reading, cooking, traveling and she’s an armchair athlete
    Other Information Became a thought leader after her blog increased traffic to her website

    Weal Professional Canada Top 50 Advisor 2014

    To read the full feature, click on the following link Wealth Professional Canada Top 50 Advisor for 2014