27 Rona Birenbaum, Caring for Clients

Rona Birenbaum of Caring for Clients is rank 27 in Wealth Professional Canada's 2018 Top 50 Advisors

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.