We looked at the definition of “seniors” and concluded that we required two elements:
1) some kind of age related issue, and
2) a lack of independence.
Otherwise, we are simply dealing with ordinary people who have a little more “experience”.
So, the question really is: who do we need to help out?
There are essentially four categories here: financial, physical, transportation (mobility) and home care.
Wealth Management
- Lawyer
- Financial advisor
- Tax advisor
- Accountant
- Bookkeeper
- Investment Counsellor
- Stockbroker
- Mutual Fund Sales Representative
- Bank Manager
- Mortgage Broker
- Life Insurance Sales Representative
- Insurance Broker
- Attorney (someone who holds a Power of Attorney)
Health Management
- Doctor – family physician
- Specialists
- Nurse
- Health practitioner
- Chiropractor
- Naturopath
- Dentist
- Community Support Social Worker
- Urgent Care facility
- Hospital
- Attorney (someone who has the right to make medical decisions, POA)
Transportation and Mobility
- Friends, family
- Taxis, wheelchair
- Assisted devices
Home Care
- Personal care worker
- Food services
- Interior maintenance
- Exterior maintenance
This list will not apply to everyone, but it does give some idea of the various roles that must be undertaken and filled for most seniors.
As a senior advances, they are likely to require more assistance with basic tasks which they otherwise could have performed themselves.
Brian Madigan LL.B., Broker