Perhaps you are a busy professional or a senior needing assistance with your finances. Perhaps you need assistance with your parents as they still want to continue with their independence; you need help in managing their bills and payments and just don't have the time or are not nearby.

Your parents grew up in a different era and they trusted professionals with information, however in today's reality, not every service or professional can be trusted. It can be devastating if your parent's personal financial information fell into the wrong hands or if someone took advantage of their vulnerability. You want some comfort in knowing:

•  that their finances are being managed properly and that they don't miss paying a utility bill that can cut off their services.
• that listed pension income or entitlements are not missed
• assets and valuables are listed while they still can remember
• that a third party is monitoring their expenses so that they have fair billings and are paying for a legitimate service.
• that they are not giving out their financial information to unknown sources.
• that their wills and powers of attorneys are up to date with the assistance of a third party
• that suspicious transactions are reported as soon as possible

Penny and Associates has been providing these services for their aging clients for several years. The demand has grown and as a result a new division of Penny & Associates has been launched called Money Care for Seniors.

We charge an initial fee to assess the needs along with gathering of critical financial information and then a fixed monthly fee or annual fee. We work with family members, the spouse, relatives, lawyers and accountants during this process and provide quarterly reporting by email or mail. We do not maintain any signing authority on any chequing accounts for the clients.  We look at what works best for everyone.

Call us today and let us provide you a peace of mind and some assistance.