27 Rona Birenbaum, Caring for Clients

27 Rona Birenbaum, Caring for Clients

Caring for Clients
Queensbury Strategies

Toronto, ON

It’s been a year to remember for Rona Birenbaum. Caring for Clients was recognized as the Best Advisory Team at the 2017 Wealth Professional Awards, which Birenbaum considers to be a career highlight. “It was a team award, 17 years in the making, and I’ll never forget that moment,” she says.

Running an independent practice is a difficult task in 2018, and Birenbaum acknowledges that it’s only getting more challenging. “Advisors must invest heavily in service and valueadded advice to justify the fees clients pay for a full-service relationship,” she says.
 

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  • Caring for Clients
  • 69 Yonge Street, 2nd Floor, Toronto Ontario, M5E 1K3

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