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:

  • Story of My Family March 27, 2023
    Story of My Family is a Japanese drama that I have started watching on Netflix and  so far, in episode one it has all the intrigue that we see in the world of estates, including challenging family dynamics, aging, incapacity and undue influence. We are introduced to an aging pro... The post Story of My […]
    Audrey Miller
  • Is there a doctor in the house? March 13, 2023
    “Ontario will be short 33,000 nurses and PSWs by 2028”, financial watchdog projects. Folks, please pay attention, we are already feeling the shortage of medical care in our hospitals, long term care settings and of course, at home as well. My own family doctor is retiring and I suppose I... The post Is there a […]
    Audrey Miller
  • Frontotemporal Dementia February 27, 2023
    While we all may be aware of the dementia crisis that is increasingly heading our way, it often takes a celebrity to truly raise the issue and increase our general awareness levels. I am referring to FTD or frontotemporal dementia and Bruce Willis’ recent diagnosis. Dementia is a syndrome describing... The post Frontotemporal Dementia appeared […]
    Audrey Miller
  • January 25 was Bell Let’s Talk Day: Raising $$ and awareness for improving our mental health January 30, 2023
    Bell Let’s Talk. Not sure what I was doing on January 25, 2023 but I missed this important day so am providing a shout out now to talk about ‘good’ mental health. For many of us, obtaining and maintaining a good mental equilibrium is no easy feat. Let’s face it,... The post January 25 was […]
    Audrey Miller
  • Looking forward to living a long life……. January 23, 2023
    It is still Alzheimers Awareness Month and for those of you who have been following my blogs for the last many years, dementia awareness is very important to me. On October 31 2022, my colleague Sasha Adler blogged about the Canadian Dementia Strategy and shared CanAge’s report card. Today I... The post Looking forward to […]
    Audrey Miller