Major Downsize and Move to Another City

“Working together they do all the work and do it amazingly well, leaving me free to undertake the many important personal matters involved in moving from one province to another”

-Mr. John Dorey

BACKGROUND

Mr. Dorey, a 91-year-old former engineer, knew it was time to move, so he took matters into his own hands. He recalled an interview he heard on CJAD radio with Matt Del Vecchio, founder and president of Lianas Services, a company that specializes in retirement home search and transition support. Following a pleasant conversation on the phone with Matt, Mr. Dorey hired Lianas Services to find him the ideal seniors’ residence that would meet his specific needs, which included a kitchen with a fridge, stove with oven and sink for washing up, as well as a pet-friendly residence to accommodate his large 90 lb. dog, Max.

NEXT STEPS

Based on Mr. Dorey’s outlined “must-have” independent living requirements for relocating to a senior’s residence, Matt met with Mr. Dorey to perform a full needs assessment and an in-depth investigation. Through this process, together, Lianas Services and Mr. Dorey were able to mutually determine the ideal parameters of a senior’s residence, including location, level of care, budget, meal requirements and the ideal environment for Mr. Dorey so that he would feel comfortable and happy in his new home.

The unique part of this process was that Mr. Dorey wanted to move from his home in Montreal to be closer to family.  He had children living in Ottawa, Toronto and Vancouver.  The final decision was to move to the Ottawa area.

THE SEARCH

Matt and the rest of the Lianas team performed a thorough search of all available options for Mr. Dorey.  Lianas has a database of over 2000 senior communities and retirement homes in Greater Montreal, Vancouver, Toronto and Ottawa areas.  In this particular case, a pet-friendly home with a fully-equipped kitchen were two crucial requirements for Mr. Dorey. Following the search, an initial list of many possible options was narrowed down to three locations.

Tours were scheduled and visits were completed with a Lianas Advisor accompanying Mr. Dorey and his family on the tours. From these visits, one senior community was deemed to be the best candidate that met the needs of Mr. Dorey. The Lianas Advisor made helpful recommendations when it came time to negotiate terms and conditions.  It was a low rise residence in Orleans, a suburb of Ottawa which was located within about 7 kilometers from where one of Mr. Dorey’s sons lived with his family.

THE TRANSITION – DOWNSIZE AND SALE OF THE HOME

The first step was to downsize – not an easy task considering Mr. Dorey lived in his house for more than 60 years.  Matt introduced Mr. Dorey to the owners of Entourage Relocation.  They sorted through an accumulation of everything that cluttered the house, arrange the sale or disposal of what he no longer needed and move the essentials to Ottawa for him.

Once the house had been emptied of clutter, Matt’s wife, Stefanie Cadou, “a terrific real estate agent,” as stated by Mr. Dorey, stepped in to sell the house. Within one week Mr. Dorey accepted the best of the many offers and the sale formalities were under way.

Moving into a seniors’ residence can be a challenge with many obstacles to overcome. However, the combined effort of Mr. Dorey, the Lianas team and the wonderful staff at the senior community made the transition as smooth and transparent as possible.

COMMENTS FROM THE FAMILY

As quoted by Mr. Dorey himself: “During my engineering career, I always sought out and employed competent experts to undertake the specialized work on my projects, and that is how I view the role Matt Del Vecchio, his Lianas team and the other people he brings in like Entourage and Stefanie Cadou, Working together they do all the work and do it amazingly well, leaving me free to undertake the many important personal matters involved in moving from one province to another like having the mail redirected, applying for a new medicare card, finding a new doctor & dentist, moving the bank account and safe deposit box, getting a new driver’s and car license and meeting with a lawyer & a broker for a new will, a new mandate and new insurance policies.”

For more information, contact Matt Del Vecchio at (514) 622-8074 or by email at mdelvecchio@lianasservices.com