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

Delivering Service Excellence to Aging Clients & Families

Jennifer Moir, Age Well Solutions and Brent Vandermeer, CrossPoint Financial | iA Private Wealth, discuss some important topics such as longevity planning, encouraging conversations with family members in advance, the five stages of care giving, housing challenges that the aging population faces, how will your investments be used to sustain changes in expenses levels, and more about how to ensure we’re prepared for that next phase of life.


about dementia-friendly professional™ (DFP™) training and service differentiation opportunities, for you and your office.

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for upcoming accreditation workshops and webinars.  Approved for 4.25 CE credits.

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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 »


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.

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

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

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


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