Burnaby Seniors' Resources Society

 

 

Finance



 
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"Helping You Create a Peaceful Mind by Simplifying Your Life" 

Alasdare and Lannie Fuller

Daily Money Managers

PH: 604-439-2471

website: www.fullerdmm.com

 

Fuller Daily Money Management

Fuller Daily Money Management (Fuller DMM) is dedicated to providing personal assistance in a professional and confidential manner to clients having difficulty managing their personal financial affairs. 

You can benefit from our services if:

  • You are taking care of aging parents and need an extra hand managing their affairs
  • You have a disability preventing you from dealing with your personal affairs
  • You are a senior who has trouble understanding your finances or mail
  • You are a busy individual with no time to deal with your paperwork
  • You are a frequent traveler or snowbird.

We offer a number of services that can be provided either at your home or in our office.  Some of these services include:

  • Sorting and reviewing incoming mail
  • Bill-paying, including calls to payees regarding incorrect bills
  • Balancing your cheque book
  • Personal banking
  • Acting as a liaison to families at a distance
  • Organizing your paperwork
  • Running errands
  • Computer tutoring for seniors. 

We understand that each of our clients’ situations is unique and we are willing to create a package tailored to specific needs.



Sea Glass Wealth Advisory Group

TD Wealth, Private Investment Advice

 

Tracey Lundell                    Kristina Thomas

Investment Advisor            Investment Advisor

Ph # 604-482-2495              Ph # 604-482-2499

tracey.lundell@td.com        kristina.thomas@td.com    

Website:  www.seaglasswealth.com

Our mission is to assist our clients as they navigate the complex questions in life.  For instance:

·        When should I retire?  Can I retire early?

·        How do I live off the equity in my house when I sell it and downsize?

·        When should I sell my business?  How can I replace the income I generate through my business?

·        I've been presented with a severance package - now what?  What are my pension plan options?

Disclaimer:

BSRS provides links to BSRS member’s websites for your convenience.  BSRS does not monitor, have any control over, or have any responsibility for the content of any member’s site, and is not responsible for any consequence of your use of their site or links. The inclusion of any link does not imply BSRS’ endorsement of the linked site or organization.