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:

  • Here we go again- round 2 November 23, 2020
    As I write this blog, it’s grey, cold, there is snow on the ground and many of us have just started our second round of Covid lockdown. Not much to be excited about, yet as we put one foot in front of the other, we need to appreciate how much... The post Here we go […]
    Audrey Miller
  • Attitude of Gratitude November 16, 2020
    An ‘attitude of gratitude’  seems to be the mantra of the 2020 Masters Tournament commentators. Fans  are so happy to have the Masters on this year- albeit in November rather than April. It is a motto that more of us need. I would like to apply this positive attitude and... The post Attitude of Gratitude […]
    Audrey Miller
  • Pick your ‘3 C’s’ November 9, 2020
    I  first introduced my 3’C’s in a blog at @allaboutestates   which addressed living options and ways to consider what care settings. Some of you may recall that my 3 C’s are: Care, Cost, Choice. I am reposting this article as it continues to be an excellent guide in helping families... The post Pick your ‘3 […]
    Audrey Miller
  • MCI= More Than Just Forgetfulness November 2, 2020
    Are there any ‘THIS IS US’ fans out there?   I watched the Season 5 Premier this past weekend.  No spoiler alerts here but it was a very timely show, which discussed Covid, Black Lives Matter and feuding siblings.  However for today’s blog I thought I would write about Rebecca’s diagnosis... The post MCI= More Than […]
    Audrey Miller
  • There is no place like home…… October 26, 2020
    Survey says: “91 per cent of Canadians of all ages and almost 100 per cent of Canadians 65 years of age and older reported that they plan on supporting themselves to live safely and independently in their own home as long as possible.” (Pandemic Perspectives on Ageing in Canada in... The post There is no […]
    Audrey Miller

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