PERSONAL FINANCIAL SERVICES FOR SENIORS

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YOUR PERSONAL CFO

Let us handle the day-to-day complexities of your financial life.

At Financial Concierge, we provide services to assist seniors, widows and anyone who can no longer handle certain aspects of day-to-day money management. Our services offer relief to family members or care givers who are providing care to their older parents or relatives. Whether you need comprehensive help or just someone to organize financial documents–our support can give you peace of mind while helping you maintain independence.

Maintain Independence & Gain Peace of Mind

Document Organization

When papers pile up it can be difficult to locate important documents and pay bills on time – we will come to you and get you organized – worry free.

Bill Payment

We offer in-home bill payment services and ongoing record keeping to seniors in the Calgary area to help you stay ahead of your personal finances.

Power of Attorney

Gain peace of mind and relieve the burden of caregivers by having a trustworthy professional manage your financial affairs.

Estate Administration

Ensure the life and wealth you worked for is transferred properly with us assisting or acting as the Personal Representative in administering your Estate.

Clarity | Insight | Partnership

 We are a team of financial professionals, passionate about helping seniors age in place. Meaning, by assisting clients with managing their day to day financial affairs, we help them maintain their independence and support their desire to continue living at home. Whenever possible, we come to our clients home to provide our services to ensure every client’s experience is professional, personalized, confidential and that they feel dignified and respected.

Upcoming Events

Choosing Connectedness

Choosing Connectedness: Why Social Participation is Critical to Healthy Aging

Date:              Wednesday, September 25, 2019
Event Time:   1:30 – 3:30 p.m. (doors open at 1:00 p.m.)
Location:       Acadia Recreation Complex Address: 240 90 Ave SE, Calgary, AB T2J 0A3
Cost:               Free to CARP members*; $2 for non-members

Please register here

The presenters are Annastasia Stevens and Connor Walsh from Calgary Seniors Resource Society.

During this meeting, you will learn why isolation is detrimental to healthy aging, and how to recognize some of the signs associated with social withdrawal. The session will also focus on inspiring older adults to find creative ways to connect, and will examine many of the benefits that result from maintaining a vibrant social life as you age. The session will end with some strategies for engaging loved ones, who are resistant to social participation, in meaningful and motivational conversations.