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 in Calgary and the surrounding area. 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

Aging In Place

“Aging in Place” means having access to various services and the health and social supports you need to live safely and independently in your home for as long as you wish or are able. Aging well involves being honest with yourself and having a plan. Most Canadians want to remain in their own homes for as long as possible.

This workshop is designed to get you thinking about all 9 areas of life to consider when Aging in Place. Start to draft a plan to age well.

This workshop works for individuals planning their own futures, or family members wanting to be proactive with their loved ones. Spaces are limited to 25, register today to secure your seat!