Proactive Seniors Ltd

What Proactive Seniors Ltd does

Proactive Seniors Ltd is a privately-held Canadian professional advisory firm headquartered in Calgary that provides personalized elder care planning, seniors housing advisory, dementia coaching, and family support services to older adults and their families across Western Canada (Calgary, Edmonton, and Kelowna). Founded in 2016 by physiotherapist Kathy Mendham, the company operates without a proprietary technology platform; its core "products" are human-delivered consulting engagements — comprehensive Proactive Seniors Plans (health, function, and risk assessments plus support and contingency plans), Seniors Housing Support (placement guidance and transition assistance), Dementia Care Coaching, and Family Support (liaison, benefits review, appointment accompaniment). A team of approximately 11 advisors — including registered nurses, occupational therapists, physiotherapists, pharmacists, and dementia specialists — delivers services through in-home visits and Microsoft Teams-based consultations, supported by a content marketing layer (blog, monthly newsletter, YouTube, webinars, community presentations). The company monetizes through professional services fees on a quote-based, pay-as-you-go basis with complimentary initial consultations; it does not publish pricing and discloses no revenue figures. The Sunshine Fund, a sub-brand established in 2020, channels donor support to subsidize services for low-income seniors.

Name

Proactive Seniors Ltd

Legal name

Proactive Seniors Ltd

Website

https://proactiveseniors.ca

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Proactive Seniors Ltd is a Calgary-based advisory firm that delivers personalized elder care planning, seniors housing support, dementia coaching, and family liaison services to older adults and their families across Calgary, Edmonton, and Kelowna.

Ownership category

akta.pro rank

Product category

Senior Care Advisory Services

NAICS

Services for the Elderly and Persons with Disabilities (624120), Services for the Elderly and Persons with Disabilities (62412)

SIC

Services-Home Health Care Services (8082), Services-Social Services (8300), Services-Nursing & Personal Care Facilities (8050)

akta.pro primary industry

Care Navigation & Service Coordination (Medical, Social, Community) (HSABAIAB)

Keywords

• Elder care planning
• Seniors housing support
• Dementia care coaching
• Family caregiver support
• Senior care advisory

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Professional Advisory Services: Fees for elder care planning consultations, seniors housing support services, dementia coaching, and family support services. Services include comprehensive assessments, personalized support plans, referrals to trusted services, and ongoing support.
2. Educational Programs: Monthly educational courses on seniors housing basics delivered via Microsoft Teams. Recorded webinars on topics like technology for wellbeing, hearing loss, caregiver resilience, dementia communication, and staying connected.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels9 records

Core offering

Proactive Seniors Ltd delivers personalized elder care advisory services for seniors and their families, including comprehensive health, function and risk assessments, support plans, seniors housing transition guidance, dementia coaching, and family liaison services. Services are delivered through in-home visits and Microsoft Teams video consultations across Calgary, Edmonton, and Kelowna, complemented by educational courses, webinars, and the Sunshine Fund charitable initiative for low-income seniors.

Product overview

Proactive Seniors Ltd is a senior care advisory firm offering a suite of integrated services. The core offerings include Proactive Seniors Planning (comprehensive assessments and support plans), Seniors Housing Support (housing placement and transition services), Dementia Care Coaching (specialized dementia guidance), and Family Support (practical and emotional family assistance). The company also operates the Sunshine Fund for low-income seniors and provides educational courses and webinars on senior care topics. Services are delivered by a team of advisors including registered nurses, occupational therapists, and housing specialists across Calgary, Edmonton, and Kelowna.

Differentiator

Problem solved

Functional benefit

Brands

• Sunshine Fund: A fund established to connect sponsors who can provide financial support with low-income seniors in need, helping them through Proactive Seniors Planning and Seniors Housing Support Services.

Products and services

• Proactive Seniors Planning A comprehensive health, function, and risk assessment service that creates personalized support plans for seniors wanting to stay in their homes, including referrals to trusted services and contingency planning.
• Seniors Housing Support Expert guidance service helping seniors and families choose the best-fit housing solution, whether independent living, assisted living, or supported living, tailored to individual needs, preferences, and finances.
• Dementia Care Coaching Specialized support for individuals living with dementia and their caregivers, offering personalized education, home safety assessments, system navigation, and ongoing guidance through the progression of the disease.
• Family Support Comprehensive family liaison and task support services including benefits reviews, companionship, appointment accompaniment, out-of-town support, moving plans, and on-call assistance to fill gaps in senior care.
• Sunshine Fund A charitable initiative established to connect sponsors with low-income seniors who need financial assistance to access Proactive Seniors Planning and Seniors Housing Support Services.
• Educational Courses and Webinars Monthly educational courses on seniors housing basics and recorded webinars covering topics such as technology for wellbeing, hearing loss, fall prevention, caregiver resilience, and dementia communication, delivered via Microsoft Teams.

Named customers8 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered supporting, minor and foundational.

• Compassion Homecare ServicessupportingStrategic or Co-development Partner · 1 January 2024Generous donor and ongoing supporter of the Sunshine Fund in 2024 and 2025. The Sunshine Fund connects low-income seniors with financial support to access Proactive Seniors Planning and Seniors Housing Support Services.
• Anonymous DonorsupportingOthersSincere gratitude to anonymous donor in support of the Sunshine Fund, helping bring sunshine into lives of low-income seniors.
• Bob Arnold (Memorial Donor)minorOthersDeepest appreciation for donation made in memory of Bob Arnold to support low-income seniors through the Sunshine Fund.
• Al Del Degan and Family (Ida Varga Legacy)foundationalOthersAl Del Degan's mother Ida Varga was the inspiration for the Sunshine Fund. Her family's auction of her artwork and donation of proceeds seeded the fund to help other low-income seniors.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Caring.com: US-based online senior care resource and referral platform connecting families to assisted living, home care, and dementia services. Comparable to Proactive Seniors on the information-and-referral side of the family decision journey, though digital-first rather than advisor-led.
• A Place for Mom: Largest senior-living advisory and placement network in North America, helping families compare assisted living, memory care, and independent living options. Closely comparable to Proactive Seniors' Seniors Housing Support service, though at much larger scale and primarily referral-fee monetized rather than fee-for-service advisory.
• Eldercare Finders: Senior living placement and elder care advisory service helping families navigate retirement and care options. Closely comparable business model to Proactive Seniors' Seniors Housing Support and Family Support offerings, though US-focused.
• Senior Living Advisors: Canadian senior living advisory service that helps families evaluate retirement residences and care options. Directly comparable to Proactive Seniors' housing placement and family support offerings in Canada.

Broad incumbents

• SE Health (Saint Elizabeth Health Care): Large Canadian not-for-profit home and community health care provider with a full continuum from home nursing to caregiver support. Comparable on elder care services and family caregiver support offerings across Canada.
• Bayshore HealthCare: One of Canada's largest home and community health care providers, offering nursing, personal care, and home support services. Comparable on elder care customer base and Canadian geography, but at institutional scale and with clinical service delivery rather than advisory-only.
• Nurse Next Door: Canadian-founded home care franchise offering senior home care, including dementia and palliative support. Comparable on senior care customer segment and Canadian roots, though operational model is home-care delivery, not advisory.
• Home Instead (Canada): National franchise network providing in-home personal care and companionship for seniors, including dementia-specific care. Comparable on elder care focus and dementia support, but delivers hands-on care rather than advisory and planning services.
• Comfort Keepers (Canada): International franchise providing in-home care, respite, and dementia support for seniors. Comparable on elder care focus and dementia-specific service line, though primarily delivers care rather than advisory planning.
• Right at Home Canada: National Canadian home care franchise providing in-home support, personal care, and companionship to seniors. Comparable to Proactive Seniors on target customer (seniors and families) and Canadian footprint, but with a workforce-heavy home-care delivery model rather than advisory.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCfvtPZ6boLy-l8dZfpEZLYg?feature=emb_ch_name_ex
• Facebookfacebook.com/proactiveseniors.ca
• LinkedInlinkedin.com/company/proactive-seniors
• Instagraminstagram.com/proactiveseniors

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Proactive Seniors Ltd