We provide families with trusted advice, delivering comprehensive eldercare resources to reduce stress and conflict inherent with elder transitions of life and aging, and thereby help to retain dignity and grace in family relationships.
Robert Demelo, CFP®
As well as being a graduate of the University of Western Ontario, I hold the Certified Financial Planning designation and continually pursue industry educational courses, including the Portfolio Management designation. With 25 years of providing my clients with personal financial advice, I’ve become an expert in understanding the dynamics of individual needs, both lifestyle and financial. My team and I provide individual & corporate clients with customized life and financial management solutions, with a focus on providing an outstanding level of service.
Through my own personal experience in being a caregiver to my mother and reflecting back on the journey, it is my passion and mission to provide guidance for families through the inherent stress with the elderly transitions of life and aging.
I have been featured on television’s "Eye On Toronto", as well as being a past regular contributor to the "Personal Financial Advisor" newsletter series. I have been invited to speak to professional organizations such as the Ontario Bar Association and for corporate educational sessions. I am a past member of the National Advisory Board of IPC securities.
Susan Green, MBA, CIM®, CPCA®
I am a graduate with an Honors Bachelor of Arts from the University of Toronto and a Master of Business Administration from Warwick Business School, England. I have worked in the financial services industry for 22 years in various roles with expertise as a Senior Financial Advisor. I have earned my Chartered Investment Management (CIM®) and Certified Professional Consultant on Aging (CPCA®) designations.
I am a mother of 2 active teenage boys and a daughter of 2 elderly parents. I enjoy cycling, tennis, skiing, hiking and traveling.