Proudly Supporting Canadian Households
Every household has a “Rob.” Rob manages household expenses.
Private Financial Companions provides trusted operational support for the day-to-day financial management of your household when Rob can’t.
Banking isn’t what it used to be—passwords, online accounts, subscriptions, security alerts, and changing platforms. For many retirees, one partner naturally took the lead in managing the money. When that changes, the stress can be overwhelming.
Private Financial Companions provides the day-to-day financial administration that falls outside the scope of your professional advisory team. We provide spending reality to the plans and structures established by lawyers, accountants, and financial advisors.
HOW WE WORKWe protect your clients and your practice.
When clients’ day-to-day financial operations are properly managed, advisors spend less time on household administration and more time on strategic advice. We reduce operational risk and give advisors organized, accurate spending information.
We support estate execution.
We provide practical financial support during estate administration and during periods of transition. Executors and legal counsel can benefit from organized spending information.
Enhanced client awareness. Structured thinking.
Our clients (and Private Financial Companions) are not accountants. We see spending as a description of life and living. Hence, our categories reflect life and not taxes. However, our disciplines encourage a more informed client who is better able to understand your CRA needs.
The loss of a partner who previously managed household finances.
A Retiree overwhelmed by complex digital banking, internet scams or a fear of running out of money.
An advisor, friend or family member concerned about changing capacity.
A Power of Attorney with neither the time nor skill to dedicate to you.
A family needing independent reporting and analysis.
When a client or loved one could benefit from structured support in
managing household finances, we’re here to help.
It all starts with a conversation.