About

Our Professional Executor/Power of Attorney (POA) services offer support in estate administration and financial/healthcare matters

Financial Concierge™ provides professional Executor and Power of Attorney (POA) services for families, busy professionals and older adults.

As your professional Executor/POA, we deploy our experienced team to manage your financial/healthcare affairs when you no longer can, execute on your wishes upon death, and avoid challenging family dynamics by offering an impartial, third-party solution.

We offer three Professional Executor/POA services:

  1. Appointed Executor and/or Attorney – Acting as the appointed executor and/or attorney under a POA, we manage and provide oversight on all estate administration responsibilities and provide support with financial or healthcare matters when you no longer can.
  2. Support your Executor and/or Attorney – Support the executor/attorney, usually a family member or friend, as their agent to perform executor/attorney duties that require expertise or significant time and coach them on tasks they choose to perform themselves.
  3. Appointed as Administrator/Attorney – We may be appointed by the court as administrator of an estate when an individual dies intestate (without a will), or appointed as an attorney to manage financial and/or personal care matters when there is no POA in place.

Regardless of your choice of service, our team is led by three guiding principles.

  1. Demonstrate Integrity – We work hard to earn trust by managing our clients’ affairs with impartiality and fairness, and honouring loved one’s wishes exactly as directed.
  2. Be Transparent – We strive to be transparent by providing relevant, timely communication to stakeholders and manage expectations by providing regular progress updates.
  3. Work with Urgency – We work smart and purposefully to complete the work. We know delays can have a financial, physical and emotional cost to family and other beneficiaries.
About Financial Concierge in Canada

Our Story

At Financial Concierge™, we offer Executor and Power of Attorney services. We help families, busy professionals and older adults get their financial, health care and estate wishes honoured with the expertise, care, and urgency they expect.
Picture of Jill Chambers

Jill Chambers

"Hello, I am Jill Chambers, and I founded Financial Concierge with a clear purpose – to help vulnerable families, busy professionals and older adults emerge successfully from the fallout of being unprepared – and to proactively educate, inspire and enact estate planning. I built a diverse team who has the expertise and passion required to perform corporate Executor and POA services."

Meet Our Dedicated Team

Jill Chambers, President of Financial Concierge

Jill Chambers

Executor and Power of Attorney Services, Estate Planning Educator and Advisor.

Photo of Carla Czaikowski, Financial Concierge

Carla Czaikowski

Daily Money Manager, Power of Attorney and Estate Administration Support.

Photo of Laurie Belanger, Financial Concierge consultant

Laurie Belanger

Power of Attorney and Estate Administration Support, Financial Document Organization.

Photo of Garry Mah, Financial Concierge

Garry Mah

Power of Attorney and Estate Administration Support, Specialist, Project Manager.

Photo of Carol Fowlie, Financial Concierge

Carol Fowlie

Support and coaching on Power of Attorney and Estate Administration

Photo of Phil Doublet

Phil Doublet

Agent for Executor and Power of Attorney Services for Medium to Highly Complex Estates, Business Exits, Estate Planning.

Photo of Janet Jackson, Financial Concierge

Janet Jackson

Executor and Power of Attorney Services, Financial Document Organization, Elder Planning Counsellor.

Photo of Carrie Van Staveren, Financial Concierge

Carrie Van Staveren

Power of Attorney and Estate Administration Support, Business Analyst, Financial Management.

Photo of Penny Towndrow

Penny Towndrow

Power of Attorney and Estate Planning Activist and Advisor.

To care for those who once cared for us is one of the highest honors.

— Tia Walker, author of The Inspired Caregiver

our services

What We Do

Here’s our current list of services.

Our Vision

Our vision is to educate Canadian families, busy professionals and older adults about the responsibility and skills required to be an Executor or Power of Attorney and build awareness that as professional Executors and Attorneys, we offer an alternative to appointing family members or friends by providing the experience, expertise and impartiality vital to assuming these important roles.

Our Mission

Our mission is to help Canadian families, busy professionals and older adults with professional Executor and Power of Attorney services. Our goal is to support every client’s unique circumstance, whether they’re struggling when the unexpected happens with no financial or medical plan, or they have a well articulated plan, our experienced, impartial team is well positioned to deliver power of attorney and estate administration services.

Our Values

Passion

We’re passionate about educating Canadians that the unexpected can disrupt their lives in an instant, and instead of burdening inexperienced family or friends with their financial, healthcare and estate matters, they could appoint an impartial Professional Executor and/or Power of Attorney to assume the responsibility and risk associated with these roles.

Integrity

The Financial Concierge™ team is a well rounded group of seasoned individuals with diverse experience in financial and estate administration services. All have a current clear background check and vulnerable sector report, and good to excellent credit scores.

Accountability

We have comprehensive liability coverage and are transparent in our work with clients. As Professional Executors, we protect ourselves and our clients with additional executor liability insurance. As Members of the American Association of Daily Money Managers, we are governed by their strict standards and Code of Ethics. Team members are also governed by other professional financial organizations.

From The Blog

Here's a couple of articles you might find of interest:

6 reasons to choose a professional executor - Financial Concierge
Jill Chambers

5 Reasons to Hire a Professional Executor

Learn how an experienced, impartial Professional Executor can help protect your estate plan and unburden your grieving loved ones from time-sensitive, time-consuming tasks and risk associated with an executor role.

Read More »