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 needs of over 250 families. Our clients share some common aims whether considered wealthy or in the wealth building phase of life. • They want to be empowered - to set personal financial goals and have a plan to achieve them. • They all want a trusted advisor to give them unbiased, professional advice, and to monitor and follow up as circumstances change. That’s what we do. The optimal time to reach out to us is during times of change, like: • heading into retirement • selling a business • experiencing career change • getting married • getting divorced • loss of a spouse or parent • supporting aging parents • receiving a windfall • being diagnosed with an illness Sometimes clients just want to know how their investments are doing and if they are on the right track. We can help with that too. Whatever your concern, we seek to educate, and support you in your next steps. That’s Caring for Clients.
View Top Employees from Caring for ClientsWebsite | http://caringforclients.com |
Revenue | $26 million |
Employees | 25 (25 on RocketReach) |
Founded | 2000 |
Address | 69 Yonge Street, 2nd Floor, Toronto, Ontario M5E 1K3, CA |
Phone | (416) 363-8500 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 10 Million |
Keywords | Caring For Clients, Financial Planner, Financial Planning In Toronto |
Competitors | Davies Arnold Cooper LLP, Hassans, HughesWattersAskanase, PC Corp, REYL Group |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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The Caring for Clients annual revenue was $26 million in 2024.
Rona Bas is the Founder and President of Caring for Clients.
25 people are employed at Caring for Clients.
Caring for Clients is based in Toronto, Ontario.
The NAICS codes for Caring for Clients are [523, 52393, 52, 5239].
The SIC codes for Caring for Clients are [628, 62].