• Financial Concierge™

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

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  • Document Organization

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

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  • Bill Payments

    Helping elderly clients with day-to-day money management

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  • Estate Administration

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

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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! 

6 reasons to choose a professional executor - Financial Concierge

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!

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Financial Concierge ideas for in-home care

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!

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