Day to Day Financial Management

Book a Consultation What We Offer

By assisting clients with managing their day to day financial affairs, Financial Concierge Inc. can help maintain senior's independence and support their desire to continue living at home.

How We Can Help!

  • Peace of Mind - Providing seniors (age 65+) with assistance in a fiduciary capacity to manage their personal financial affairs, while maintaining their dignity and independence.
  • Accessibility - Providing professional, personalized and confidential service in home wherever possible. We are locally owned and operated, servicing Calgary and surrounding areas.
  • Excellent Client Service - Clients and their families will be treated with fairness, discretion and integrity.

Financial Concierge Inc. offers a variety of services including day to day management of financial affairs, acting as a Power of Attorney and assistance in Estate Administration.

Organization

Review of personal and financial documents to provide an organized Family Playbook™.

Bill Payment

Accurate, on-time bill payments with ongoing record keeping.

Power of Attorney

We will act In your best interest as your Personal CFO.

Estate Administration

Assist or acting as the Personal Representative in administering your Estate.

Resources

Useful links to money management resources. 

FAQ

Have more questions about day to day money management?

We provide clarity, insight, and partnership for management of day to day financial affairs. Our services are professional, personalized, confidential and in-home wherever possible. We provide financial services to seniors in Calgary and the surrounding communities.

Our goal for you is peace of mind!

We have come together to provide assistance in day to day management of financial affairs with senior citizens (age 65+).  We are caring, professional, mature individuals who respect and enjoy seniors in mutually beneficial and enduring relationships.

Jill Chambers

Mel Head

Chris Kleysen

Carla Czaikowsk

GET IN TOUCH WITH US

How do I get started with Financial Concierge Inc.?

First, fill out our contact form below. Once we receive your email, we will get back to you by the end of the next business day to set up your initial consultation.

During your complimentary initial consultation, we will learn about you and your needs.  Then we can explore together which of our services may be appropriate for you.