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PRIMEPLUS |
| Jill M. Sing, BBA CA, CFP, CIM |
Primeplus is a unique personally tailored service for those clients who prefer to have a trusted professional oversee and manage their financial affairs. Many of our clients are time-pressed or seniors whose family members appreciate the peace of mind offered by our team. Other clients prefer us to manage their personal financial affairs to allow them to focus on their business, leisure or family interests Our services include:
- bill payments, deposits, monthly reconciliation
- independent investment reviews and portfolio monitoring
- advice regarding personal decisions such as sale of real estate, inheritance and funding cash flow needs
- co-ordination of legal and financial advisors and informed referrals
- corresponding with third parties on your behalf i.e. government agencies
- acting as an independent and objective intermediary with family members
- ongoing assistance, communication and reporting with family, as desired and other tasks specifically designed to meet the needs of each client.
Other Questions about our Primeplus Financial Care & Management Services
Why should I come to Hayes Stewart Little & Co.?
Integrity, expertise, accountability, confidentiality - they’re all good reasons to count on us as a trusted advisor. You can depend on us for accurate evaluations and impartial advice when it comes to decisions about balancing lifestyle and financial goals.
Absolutely not. If you have professionals looking after your interests, we will work with them to simplify matters and make sure we all understand your personal goals. If you don’t work with other advisors, we will suggest professionals you may consider. You make the final decision in selecting your team of advisors.
Now that she’s on her own, Mom has had a difficult time managing her accounts. Can you help?
Definitely! PrimeplusTM Financial Care and Management can be exactly what is needed for time-pressed families who want to help a loved one - especially when they live in another city. We can handle all financial matters and report regularly to family members.