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Executive Management
Private Monthy Services

We work with you or your Power of Attorney, Health Care Representative or Trustee. We prefer full disclosure and clarity regarding our working relationship with you, based on individual circumstances.


  • preparing monthly income/expense summaries for the legal representative/family caregiver
  • hiring and overseeing care staff through various agencies
  • overseeing house repairs and adaptive renovations to age in place
  • keeping an eye out for the inappropriate trading of accounts (How to respond to this issue is key.)
  • booking appointments and followup with doctors.
  • building a circle of trust with the client's professionals; monthly reporting to family or as needed.
  • plus anything else that life throws at us, I am there as the professional to problem solve.

We can maintain a personalized monthly income/expense summary and gather documents for your accountants. We ensure you have an open line of communication with your professionals who can make your life easier. We are by your side through medical concerns as needed.

We are by your side to help tackle the tough questions while ensuring the lines of communication are open with your professionals and others who all become a part of your support network.

Starting at $560.00 + GST per month (one person)

Disclaimer: we do not provide investment, real estate, legal or medical advice.

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