Empowering Seniors to Age in Place
Hire us as your personal CFO and let us handle the day-to-day complexities of your financial life
Financial Concierge™ provides professional, personalized, confidential financial services for older adults, in-home wherever possible and remotely when required. We provide day-to-day financial management, document organization and estate administration services.
And, although our primary focus is on supporting seniors, we also provide these services to busy professionals, small business owners, or other individuals in need.
How we can help
We assist our elderly clients with managing their day-to-day financial affairs. Our services include:
Document Organization
We organize your important documents in our Family Playbook™ – so your loved ones go to one place to access your healthcare and financial wishes when they need it.
Bill Payments
We ensure cheques get deposited and bills get paid. By providing oversight to bank and credit card statements, we watch out for fraud, duplicate charges and missing deposits.
Wills & Estates
We ensure the nest egg you spent a lifetime building is managed properly with us assisting or acting as the Personal Representative in administering your Estate.
Our Bill Payment/Daily Money Management service is the cornerstone of why we do what we do. As a Daily Money Manager (DMM), we are a fiduciary who holds a position of trust with our clients. An emerging discipline in Canada, we are proud to be one of the few that offer this unique, heartfelt service. In a nutshell:
“We help older adults who can’t, don’t, or shouldn’t manage their daily financial affairs.”
When our DMM, Document Organization and Wills and Estate services are combined with the collaborative work we do with clients’ caregivers and advisors, our services complete the circle of care necessary for seniors to age in place with independence and dignity.
Blog Articles
Check out our latest updates on our blog!
6 Reasons To Appoint A Professional Executor
When you make a Will, you need to make a lot of important decisions – like how old your kids will be when they inherit your estate, and who will receive your family heirlooms. But one of the most important decisions you need to make is naming an “executor.” Here’s 6 reasons to consider assigning a professional to the job!
Putting an end to food waste: for your wallet and our planet
Food waste is a major problem, in Canada and around the world. This is a timely issue to discuss in times of food insecurity and rising food prices. In this article, we discuss factors influencing food wastage, and provide practical tips to reduce your own food waste!
When They Say No: 8 Ways to Introduce In-Home Care For Seniors
You desperately need regular breaks, but your older adult absolutely refuses an in-home caregiver. What can you do? Seniors often won’t admit they need help, even if they’re struggling with everyday tasks. In-home care can be a sensitive subject that leads to arguments or an immediate shutdown when you bring it up. We found excellent advice from Family Caregiver Alliance with 8 ways to make the transition easier. Take a look at these helpful tips here!
