Our services
The Silver Circle Talks
Education is one of the most powerful tools for empowerment. At The Silver Circle, we deliver engaging and practical presentations designed to simplify complex topics that often overwhelm families. From fraud prevention and protecting seniors from scams, to estate planning essentials, to navigating senior care resources, our talks provide clarity in an approachable, supportive way. Delivered in partnership with families, community groups, and organizations, these sessions give participants the confidence to take proactive steps, safeguard their future, and make informed decisions. Each talk is designed not only to inform but also to encourage meaningful conversations within families about aging with dignity and security.
Financial Solutions
Finances play a central role in every senior’s well-being, yet managing them can be stressful and confusing. The Silver Circle works alongside seniors and their families to build a strong, secure financial foundation for today and the years ahead. We assist with budgeting, organizing estate and legacy wishes, and offering guidance on debt solutions. Beyond numbers, our goal is to bring clarity and peace of mind—helping families align financial choices with their loved one’s values and long-term goals. By reducing uncertainty around money, families can focus more on what truly matters: enjoying time together and planning with confidence for the future.
Estate Documentation Review
The right legal documents can protect families from unnecessary stress, confusion, or delays during critical times. The Silver Circle provides a careful review of essential legacy documents such as Wills, Powers of Attorney, and Health Directives. We help families identify whether documents are current, highlight gaps, and recommend updates where needed. For those who do not yet have the necessary paperwork, we guide you through the process of creating them. This service is designed to help families avoid the heartache and lengthy delays that often follow the passing of a loved one. By ensuring your documents reflect your present wishes, we help safeguard your legacy and ensure decisions are made smoothly and respectfully.
Government Benefits
Many families are unaware of the full range of provincial and federal benefits available to seniors—or find the process of applying complicated and overwhelming. The Silver Circle acts as your advocate and guide, helping you navigate forms and applications such as the Registered Disability Tax Credit, the Canada Pension Plan (CPP), and Old Age Security (OAS). By identifying and accessing the right benefits, we can help bring valuable financial relief into your household, providing additional resources to support quality of life. Our role is to simplify the paperwork, reduce stress, and ensure families never miss out on opportunities that could make a real difference.
