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Case study: The Lewis Family
Carol Lewis plans her hectic day during her 6 am run. At 46, she heads a large corporate HR department and is president of her HR professional organization.
Her three children – 11, 15 and 17 – are heavily involved in after-school sports, often coached by Dan, their family-physician father. This morning, Carol’s thoughts focus on her 78-year-old widowed mother, who is recovering from a hip operation, lives alone, and is overwhelmed by efforts to manage the significant investment portfolio that Carol’s father accumulated. Each week as Carol drives the 200 km. to see her mother, she feels frustrated that bookkeeping is now the focus of their visits.
Dan’s parents, on the other hand, are active travelers. From their Winnipeg home base, they frequently visit California to see grandchildren and Florida for the winter. Helping manage their investments and banking is a complex business for Dan.
Carol and Dan feel part of the “sandwich” generation, caring for both children and elderly parents. They are pulled in two directions simultaneously. How can they make a choice?
An enCircle advisor put together a package for Carol’s mom that encompassed both traditional investment management help and non-traditional assistance in the form of information about home healthcare. Dan’s parents were introduced to a Harris Bank representative in the U.S. to meet their banking needs. Their local Winnipeg enCircle advisor arranged for travel medical insurance and premium payment and organized consolidated statements in their enCircle account.
Now the whole family has the freedom to spend time doing what they really enjoy.
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