Contact Us: 613-277-6449
Contact Us: 613-277-6449

Financial Services

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about dementia-friendly training and service differentiation opportunities, for you and your office.

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Register Here...

for upcoming accreditation workshops and webinars.  Approved for 2.5 CE credits.

Details & Registration »

Advancing age is the number one risk factor for conditions such as Alzheimer’s disease and dementia.  With the longevity of our population today, some of your clients will be affected, along with their financial management capacity (FMC).

Dementia-friendly training and client service policies

Protect Your Clients, Protect Your Practice.

Age Well Solution’s Dementia-Friendly, professional development opportunity gives you the ability, confidence and tools needed to work effectively with clients experiencing a change in cognitive function.  It can reduce the risk of irreversible, financial management missteps while still empowering a client, and protecting families, as long as possible.  Read a recent article by Jennifer Moir in FORUM magazine.  

Contact us to find out more about individual or office training opportunities.

Housing & care navigation referrals

Trusted guidance for your clients.

You have helped your clients plan for many life events already, both the good and the unexpected. They may be older now but they still look to you for guidance, reassurance and help in order to maximize their quality of life and feel security even as they grow older.

When it comes to matters affecting their retirement housing options, care navigation and advocacy needs, your trusted recommendation will ensure these needs are met, and handled with the kind of client centred focus and gold standard care you stand for.

Offer your clients a complimentary consultation with one of our experienced and dedicated team members. We make it easy for you to be a financial service professional who truly cares about their clients at every age and stage of adult life.

Differentiate yourself as a financial service expert who is there for your clients not only today, but at every age and stage of older adult life.

People Say the Nicest Things....

This opportunity gave me a much better grasp on understanding dementia and how to implement best practice solutions for our firm when working with clients.

Mich Landry, Ward & Uptigrove

The discussion on decision-making capacity and best practice building was great. It was the most valuable part of today’s session. Thank you!

Participant, Dementia-Friendly accreditation workshop, financial service professionals

Talk With Us

Whether your need is immediate, or you are planning ahead, Age Well Solutions has the experience, expertise and commitment to make life better.

613.277.6449 info@agewellsolutions.ca

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