Managing Alone is an estate planning tool, written by the mother daughter team at Access.
“We realized there wasn’t anything out there that would provide simple financial guidance to a widow or widower during such a difficult time. The book is easy to read. It is composed of stories of people who have come to us after the death of their spouse and we're interested in sharing their stories to help others avoid the potential problems that they faced.”
Using real life stories and real life solutions, based on their extensive experience as financial advisors, Jennifer Black and Janet Baccarani, offer insight, counsel, direction, encouragement and most important, specific information to guide recent widows and widowers through the financial transition to the next stage of their lives. This book could be the most valuable gift anyone could give or receive.
George HartmanManaging Director, Market Logistics
Managing Alone illustrates how you don’t have to be alone when it comes to handling your finances after losing someone you care deeply about. This book uses anecdotal situations to explore options, is easy to comprehend and provides great advice.
I could relate to all the stories and advice throughout the book. I would recommend this book to anyone that has recently lost their spouse. I wish that it had been available when I became a widow – it would have saved me from some painful mistakes that cost me a lot of money.
Mary FrancisAuthor of “The Sisterhood of Widows”, and Certified Grief Recovery Specialist
Managing Alone is simply the most comprehensive and compelling resource for Canadians who have experienced the loss of a spouse. Black and Baccarani’s long and distinguished careers helping widows master their finances, speaks to how this book came to be written, what they believe and why they are distinguished thought leaders on a subject so many advisors have shied away from.
Tom Deans Ph.D.Author of the Best-selling books “Every Family’s Business” and “Willing Wisdom”
The Access group of companies provide holistic wealth management solutions for high net worth clients. Financial planning services and insurance solutions are offered through Access Private Wealth Corp. Investment management services are offered though Access Family Office Corp., a Portfolio Manager registered in the provinces of Ontario, British Columbia, Alberta, Manitoba, New Brunswick and Quebec.
This site is only directed to persons within these provinces. The information provided on this site is for general information purposes and is not intended to be a solicitation.