Caring for Clients Information
Contact top employees from
Caring for Clients
Summary
Caring for Clients was founded in 2000 to provide Canadians with objective, holistic financial and lifestyle management advice free of product pitches. 16 years later, our talented team supports the ...Show more
Organization Website | caringforclients.com |
Social Links |  |
Industries | |
Headquarters Location | 69 Yonge Street, 2nd Floor, Toronto, Ontario, M5E 1K3 CA |
Employees Size | 1-10 employees |
Specialties | Comprehensive Financial Planning, Retirement Planning, Estate Planning, Investment Management |
Founded | 2000 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2018 | Privately Held | 10-50 | - | $- | |
| 1993 | - | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Caring for Clients shows a diverse range of experience levels:
20% for 3–4 years20% for 5–7 years30% for 8–10 years30% have over 11 years of service at Caring for ClientsContact top employees from
Caring for Clients
Rona Birenbaum
Founder and President
Morgan Ulmer
Financial Planner
Rachel Metzger
Financial Planner
Christine Janes
Administrative Assistant
Alexandra Boland
Financial Planner
Cathy Fletcher
Financial Planner
Tatenda Katsidzira
Financial Planner
Sara Ready
CERTIFIED FINANCIAL PLANNER® professional
Kayla Goranson
Administrative Assistant
Carol Burke
Financial Associate
Similar Companies
FAQ
Caring for Clients operates in the Finance industries. More details can be found on the official website: caringforclients.com.
The headquarters of Caring for Clients are located in Toronto, Canada.
Caring for Clients currently employs 1-10 people.
Well-known competitors of Caring for Clients include Experity Capital and Acceptance Home Mortgage Corporation.
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