• Financial Concierge™

    Helping seniors with Daily Money Management so they can Age in Place.

    About Us Contact Us
  • Document Organization

    Helping elderly clients stay on top of their personal and financial documents

    Learn more Contact Us
  • Bill Payments

    Helping elderly clients with day-to-day money management

    Learn more Contact Us
  • Estate Administration

    Helping elderly clients with their Wills, Estates and Power of Attorney

    Learn More Contact Us
CARP member
AADMM logo
Better Business Bureau - accredited business

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

Video Cover Photo - What is a Financial Concierge?

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.

Maintain Independence & Gain Peace Of Mind

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.

Friendly and professional, the Financial Concierge™ team helped me get my important information and documents organized and gave me peace of mind by acting as my personal representative.
Julie B.
Big Valley, AB

Blog Articles

Check out our latest updates on our blog! 

the dementia journey

The Dementia Journey

When you find out someone has been diagnosed with Dementia, it can be a little awkward at first. Here are some practical tips so you feel more comfortable about the whole thing.

Read More »
elderly gentleman making notes

When Your Personal Life Needs to Run Like a Business

As the Covid-19 pandemic lingers in 2021, maintaining separation between your business and personal lives can feel like an impossible dream. There is one area where many high-net-worth individuals and busy professionals can benefit from running their personal life more like a business — cash burn rate.

Read More »

Join our mailing list

For news, events, and insights from Financial Concierge