Financial Institutions, Trust Companies and Financial Planners

We currently provide elder care expertise to several trust companies and financial institutions. This professional consultation is particularly beneficial for companies that hold a Power of Attorney for finances for their clients and require our expertise to ensure that their clients are doing well and that appropriate plans are in place.

 

This is especially important for those individuals who do not have a Power of Attorney for Personal Care or one that is available. We assist in retirement planning from a health and wellness perspective.

 

We help you help your client.

 

We can advise both the institution and the older client. Elder Caring Inc. has presented a number of seminars and lunch and learn sessions for both bank and trust officers, financial planners and their respective clients.

 

If you have questions about long term care, assisted living or wanting to make sure your client is managing safely and well at home, please call us.

The Carer’s Planning Guide

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RSS Audrey also blogs at @allaboutestates:

  • Giving Tuesday November 28, 2022
    This past weekend was the American Thanksgiving.  Black Friday sales and shopping and ‘savings’ ( an oxymoron, no?) advertisements were everywhere. Fortunately there is penance to be had with GivingTuesday, which is  tomorrow.  I can dissuade any guilt by giving to those less fortunate.   According to givingtuesday.ca, this is “a... The post Giving Tuesday appeared […]
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  • November is (Please) Make A Will Month November 14, 2022
    Reposted: My fellow bloggers and I write frequently about Powers of Attorney, however my concerns are often focused on the lack of planning when it comes to making Powers of Attorney for both Personal Care and Property. More specifically, although I do not have any statistical data, my subject matter... The post November is (Please) […]
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  • Thoughtful Planning is Never a Waste of Time November 7, 2022
    and most importantly, this is a story with a happy ending 🙂 I  would like to tell you about a friend of mine, who I’ll call D. D’s father developed signs of dementia in his late 70’s. Her mother began showing signs in her mid-80’s, and was formally diagnosed with... The post Thoughtful Planning is […]
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    Guest blogger: Sasha Adler MSW, RSW (clinical manager with Elder Caring Inc.) CanAge, just released a startling report  that assesses Canada’s level of preparedness for the “massive influx of dementia patients that experts warn is set to overwhelm our health care system in the coming years”. To help visualize this... The post Time to take […]
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