My clients are busy professionals who do not have the time to maintain their daily and weekly financial affairs. My clients are also widows, left alone after the death of a spouse, or individuals who are divorced, who don’t have the expertise to organize the continual and often overwhelming flow of mail and financial documents. In addition, my clients are Seniors who are independent, but who would like some help with bill paying and organization so that they can remain independent and have peace of mind.

My clients are bright and mature and already have established relationships with professional accountants and investment counselors or other financial advisors. They are looking for an experienced professional to keep them organized week to week, month to month. They hire me as an organizational expert to keep all the ongoing components of their finances in order. Most of my clients live in Forest Hill, North Toronto and Bayview and York Mills areas.

In-Home Financial Services does not sell any financial products nor provide any advice on how to invest your money. Rather, it provides an hourly service in your own home where you receive all your mail and have an in-home office. I meet clients at their home at a mutually convenient scheduled time. This service is especially valuable to snowbirds who go south for a few weeks or months per year. Even when clients are out of town, arrangements can be made that your weekly financial organization still continues. My service is personal, reliable and completely confidential. The trust between my clients and I is of utmost importance. In-Home Financial Services will provide my clients with peace of mind that their financial organization is truly taken care of.