Caring for Clients Revenue
Financial Services • 
Toronto, Ontario, Canada • 11-20 Employees
Caring for Clients revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Key Contact at Caring for Clients
Rona L Birenbaum
Founder And President
Company overview
| Headquarters | 69 Yonge Street, 2nd Floor, Toronto, Ontario M5E 1K3, CA |
| Phone number | +14163638500 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning, Retirement Planning, Estate Planning, Investment Management |
| Founded | 2000 |
| Employees | 11-20 |
| Socials |
Caring for Clients Email Formats
Caring for Clients uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Caring for Clients
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.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Caring for Clients has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Caring for Clients has never raised funding before.
Caring for Clients Tech Stack
Discover the technologies and tools that power Caring for Clients's digital infrastructure, from frameworks to analytics platforms.
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United States
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Australia
Frequently asked questions
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