Financial Services for Peace of Mind

Since 1998 our Adult Guardianship program has managed the income of low-income individuals who are no longer able to care for their own financial needs. It is the only service in BC of its kind, apart from Public Guardian & Trustee of BC.

Most of our clients are seniors who have chosen to our program to administer their pensions. Many have physical and/or mental constraints to managing their money and/or are vulnerable to financial abuse. Some clients are referred by community service providers and have been medically certified as incapable of managing their finances.

We serve individuals living throughout Metro Vancouver. Our fees are as low as possible, so individuals with limited incomes can access our services. As a non-profit social enterprise, the service fees are invested directly back into sustaining the program. We work with mental health teams, care facilities and other community groups to promote our clients’ well-being and ensure rent, food and other bills are paid on time.

Each client has direct access to an Adult Guardianship Worker who administers their account and provides personalized and responsive care and services:

  • Creating a functional budget and plan for debt reduction, in co-operation with client, based on income, monthly expenditures, debts and saving for future needs.
  • Paying bills such as rent, meals, utilities and pharmacy.
  • Facilitating income tax filing and filing back taxes.
  • Liaising with community care workers to provide financial support to, and for, clients when appropriate.
  • Providing monthly statements upon request.
  • Applying to all possible income such as Guaranteed Income Supplement, SAFER, Disability Tax Credit.

On instruction and with our client’s consent, services may be carried out with the support of a family member or community service provider. Our services are restricted to those involving personal finances. No responsibility for medical or other personal decisions is transferred to The Bloom Group or its workers.

Referral Process

We continuously accept referrals from individuals, family members and service providers.  We prefer to have the referring party or a reliable community member present when contracts are signed if the client is hesitant or has any form of dementia. We also accept forms completed and sent to us by mail. We are only able to work with original signed forms. See below for more information on the Pension Management Contract and Pension Trustee – Certified Incapable of Managing Finances, service options. Referral forms are listed below each service description.

Other Frequently Asked Questions

Pension Management Contract

A Pension Management Contract allows us to administer a client’s pension from the Income Security Program only (Canada Pension Plan, Old Age Security, Guaranteed Income Supplement, or employment, union or veteran pensions).

To enter into a Pension Management Contract, the client must be mentally capable. Service cost is $45 per month. We accept a Pension Management referral when we receive complete and original copies of the following form by mail:

We must receive original, signed documents (no fax).
Please mail completed referrals forms to:

The Bloom Group
Adult Guardianship Program
315 B Powell Street, Vancouver, BC, V6A 1G5

Pension Trustee – Certified Incapable of Managing Finances

This allows us to administer pensions for individuals who are incapable of managing their finances. A referral must include an original Certificate of Incapability completed by a medical doctor. This form of management strictly allows us, as the trustee, to receive Canadian government pension income, and pay only basic living expenses. Service cost is $45 per month.

We accept a Pension Trustee – Certified Incapable of Managing Finances referral when we receive complete and original copies of the following form by mail:

We must receive original, signed documents (no fax).
Please mail completed referrals forms to:

The Bloom Group
Adult Guardianship Program
315 B Powell Street, Vancouver, BC, V6A 1G5

Discretionary Trusts:

We administer Discretionary Trusts for persons who:

  • receive a Ministry of Social Development Person with Disability income; and who
  • have received a lump sum amount; and who
  • wish to maintain status with the Ministry, and therefore
  • must keep the money in trust for future use.

For more information about this service, please contact Tyng-Wey Fan at 604-606-0350 or Deepak Sharma at 604-606-0335.

Contact:

For questions regarding Adult Guardianship services, please contact:
Tyng-Wey Fan, Adult Guardianship Worker, tfan@thebloomgroup.org, 604-606-0350
Deepak Sharma, Program Manager, dsharma@thebloomgroup.org, 604-606-0335

Preventing Elder Abuse

For other inquiries related to elder abuse, contact the Seniors Abuse & Information Line (SAIL) – 604-437-1940 | 1-866-437-1940 (toll free). Available 8am-8pm daily (excluding holidays). SAIL is operated by BC Centre for Elder Advocacy and Support. This confidential  line is a safe place for older adults and those who care about them to seek support, if they or someone they know is being abused or mistreated.