financial abuse | Financial Concierge

Why Joint Accounts with Adult Children is Risky Business

February 19, 2024February 19, 2024 Reading Time: 6 minutes

Learn 3 reasons why joint accounts with adult children can derail your finances and cause irreparable family strife. We’ll share a case study that will compel you to do your research by consulting a trusted advisor.

Client Stories | Community | Seniors Health & Wellness

AB Gov’t Coverage for Seniors Update & A Client Story

November 18, 2020March 19, 2021 Reading Time: 2 minutes

In this article, we highlight a change in the eligibility criteria for Coverage for Seniors by the Government of Alberta. Also, we share a story about financial mistreatment of our elders and how we can help with money management services.

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