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Avoiding negative financial repercussions

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Patrice Graham BrownPodcast Transcript – P. Graham-Brown

Patrice helps us look at several Power of Attorney issues from a financial perspective. She discusses important considerations to be aware of when dealing with a financial institution and gives real life examples of what can happen when the paperwork is not in place.

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About Patrice Graham-Brown, CPCA ®, RRC ®,

Patrice Graham-Brown, CPCA ®, RRC ®
Division Director,
Certified Professional Consultant on Aging
Registered Retirement Consultant

Patrice works with seniors and their families to navigate Retirement Lifestyle Planning – making sure they have a total understanding of how their life will play out in retirement from Health care, Accommodation, Estate Planning, Tax Planning, Insurance Planning, and Investment Planning that is focused on what is best for their Goals;

She ensures all current and future clients have the appropriate information to make informed decisions as it pertains to their retirement and transition of their assets in the most tax effective manner available.

She enjoys educating mature individuals with respect to services available to them as a senior, and how their finances are impacted based on their current plan.

Patrice is also very active in the community and volunteers for many not-for profits in York Region.

Investors Group Financial Services Inc.

Investors Group Financial Services Inc. is a Canadian leader in providing personal financial planning services, and is dedicated to building lasting client relationships. Our primary objective is to help Canadians plan for financial security by providing quality financial planning advice and products through a network of Consultants.

Investors Group offers financial planning, a unique family of mutual funds and a comprehensive range of other investment products and financial services, including Registered Retirement Savings Plans, Registered Retirement Income Funds, Deferred Profit Sharing Plans, life and disability insurance, Guaranteed Investment Certificates and mortgages.

Today, Investors Group serves one million clients through our dedicated Consultant Network and staff team, working out of hundreds of Financial Planning Centres across Canada.

Investors Group Financial Services Inc. is a member of the IGM Financial Inc. group of companies. The shares of IGM Financial Inc. are listed on The Toronto Stock Exchange. The stock exchange symbol is IGM.see less

Specialties

Holistic approach to Financial Planning, Investment, Retirement, Insurance, Estate and Tax Planning.

10A-17310 Yonge St.
Newmarket, On
L3Y 7R9

1 (888) 565-9996 ext. 340 Visit Website

Conversations That Matter Podcast LogoPartner and advertising inquiries are welcomed.

Please contact Mary Bart, Chair of Caregiving Matters at mary@caregivingmatters.ca or 905-939-2931

This podcast is intended to provide general information only and is not intended to be a substitute for seeking personalized legal, financial or other advice.

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