Proudly Supporting Canadian Households
We don’t “do the doing”. We’re the reporters who fill the information gap in managing your investments, reducing your taxes and securing your estate.
Yes…but just a little bit…probably not more than $100. By law, we are not permitted to pay bills without you or your Power of Attorney’s approval. Once approved, then we pay the bill. All payment information is summarized back to you or your POA.
We assess payment requests and evaluate their appropriateness or pre-authorization. We then seek your approval—you or your Power of Attorney—and process the payment. No dual approval, no payment.
Absolutely not. You and/or your Power of Attorney make all the decisions.
Private Financial Companions acts as an alert centre for fraud prevention. We stay informed through RCMP scam alerts and emerging fraud warnings from banks, and we continuously review your transactions for potential fraud indicators. We also use advanced transaction analysis tools such as Xero, connected directly to your bank feeds, to help detect unusual activity early and strengthen ongoing financial oversight.
We’re the “reality” folks. Your financial team is primarily focused on your future. Our reporting helps them adjust their plans to your realities.
You need to provide a Power of Attorney, someone you trust implicitly. You will need a computer and very basic skills to participate in video meetings.
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.