Recognise changing needs
Understand how health, living arrangements and family circumstances affect care.
For professional advisors
Financial Advisors
Bring care expertise into conversations about your client’s future.
How we can help
Bring the care picture into focus.
Support for financial advisors, trust companies and professionals helping older clients.
Inform the conversation
Bring care expertise into planning for support and future living costs.
Coordinate appropriately
Discuss the scope of Elder Caring’s involvement and how we can work alongside you.
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.
Related support
Find the support that fits.
Let’s take the next step
Tell us how
we can help.
Share a little about your situation and how we can reach you.
What happens next?
We’ll discuss your needs and help identify the right support. Any paid service is agreed with you before it begins.
Prefer to speak with us?
416-658-8887Or toll-free 1-866-473-8887