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:
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.
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.
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:
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.
Check out our latest updates on our blog!
AgeWave puts out some of the most insightful studies on retirement. Their most recent study, “The Four Pillars of the New Retirement: What a Difference a Year Makes,” explores how the pandemic has affected many older adults’ perspectives on health and financial security. Take a look at the highlights here.
When someone is bereaved, it can be painful to continue to receive mail, phone calls and emails to your dearly beloved. Let us introduce to you the Canada Bereavement Registry where you can pro-actively remove a deceased loved one from telemarketing and direct mail databases. Find out more about this service.