Financial Services

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).

Jennifer Moir published an article in Forum Magazine (May 2022) entitled “Age Proof Practice, How to thrive when serving an aging client base”. The article highlights what advisors should be focusing on as their clients age and how they can begin to pivot their practice and service offerings to ensure aging client needs are being proactively addressed, and remain top of mind.

Read the full article here »

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.

Age Well Solutions is proud to showcase the individuals who have received their DFP certification.

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.