Financial Services for Seniors
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.
As your personal Chief Financial Officer, 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.
As your efficient document organizer, we keep important personal and financial documents organized in one place with our Family Playbook™.
As your trusted professional, we can support executors and powers of attorney or fully assume these roles when a neutral third party is preferred.
We’re About Empowering Seniors to Age in Place
Passionate about making a difference in the lives of seniors, Financial Concierge™ punches above their weight to address a unique much needed financial service gap. We enable seniors to age in place by managing their daily financial activities.
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.
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.
Meet Our Dedicated Team
A natural nurturer, passionate about client service excellence.
Helps the “sandwich generation” look after their aging parents.
Heart-centered service with seniors, older adults and their families.
Focused on keeping older adults safe from fraud and financial abuse.
Consummate organizer, problem solver and financial coach.
A passionate supporter of empowering seniors to age in place.
Detail oriented, a highly skilled organizer of documents and records.
Carrie Van Staveren
Engaging and friendly and takes a true interest in each individual’s personal situation.
— Tia Walker, author of The Inspired Caregiver
Why hire Financial Concierge!
Our vision is a world in which all aging adults can live out their lives free from the stresses of managing day-to-day finances, and family members can rest assured that their loved ones’ financial futures are safe, secure, and organized.
Our mission is to serve aging adults and support the elderly community through compassionate financial management services.
We’re passionate about providing a unique, heartfelt service that supports seniors manage their daily financial affairs. We believe they deserve access to affordable service options so they can age in place with dignity, on their own terms.
The Financial Concierge™ team is a well rounded group of seasoned individuals with diverse experience in financial services. All have a current clear background check and vulnerable sector report, and good to excellent credit scores.