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!
A Client Story – Document Organization & Estate Administration
Has your spouse been taking care of the paperwork and bill payments? What happens when that spouse dies? Read a client story on just this predicament and how Financial Concierge can help.
A Client Story – Retired Businessman Hires Financial Concierge
John, a lifelong businessman, exclusively handled the family finances. Dealing with congestive heart failure, shortness of breath, signs of dementia, chronic pain and depression, the
A Client Story – Elderly Man with Mobility Issues
Read about one of our client success stories where an elderly man with mobility issues hired Financial Concierge to take the pressure off his children. Now his children can just enjoy the time they get to spend with their dad.
