Case Management/Trust Advising
We are committed to establishing long-term relationships with individuals to secure quality care, services and support throughout their lifetime.
CFPD coordinates many services involved in the individual’s daily life, such as residential, medical, financial and vocational services.
We provide a social outlet for some who have little other social contact.
CFPD provides money management for those who would not otherwise be able to handle a significant sum of money; or who would be vulnerable to exploitation.
We can also assist a family member or corporate trustee by advising them on an as needed basis.
In cases where customers have money in an SNT that we do not manage, we can offer advice re: smart purchasing, audit standards, customer rights, etc.