• 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! 

seniors seek purpose, not the pasture

Seeking Purpose, Not the Pasture.

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.

Read More »

Stop Rubbing Salt in the Wound

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.

Read More »

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