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:
- 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.
- 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.
- 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.
- 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.
- Be Transparent – We strive to be transparent by providing relevant, timely communication to stakeholders and manage expectations by providing regular progress updates.
- 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.
Our Story
A Mission Born from Turning Chaos Into Clarity
The acronym F.A.M.I.L.Y—Financial Activity Management In Later Years—was created by former associate Mel Head and became the inspiration behind Financial Concierge™.
The idea behind FAMILY deeply resonated with me because it reflects my commitment to help older adults stay on top of their financial affairs and keep their important documents in order—enabling them to age in place with security, dignity, and independence.
I founded Financial Concierge™ with this vision in mind, but it soon evolved from just offering support with financial tasks and document organization to professional executor and Power of Attorney services.
After witnessing firsthand the unnecessary stress, legal mess, and financial burden families faced when a loved one died or became incapacitated with no appointed executor, attorney, or plan—it became my mission to take action and turn the chaos into clarity.
I realized Canadian families and older adults must become “Aging-in-Place and Estate Ready” through proactive education and connecting them with estate and aging-in-place professionals to help them create personalized plans.
Our greatest reward is to see our mission in action – our clients age in place safely and their heirs experience legal clarity, financial security and peace of mind because of thoughtful planning.
Jill Chambers
Founder and President of Financial Concierge™
Meet Our Dedicated Team
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. Team members with their CEA designation maintain membership with the Canadian Institute of Certified Executor Advisors “CICEA” complying with a professional Code of Conduct and ongoing continuing education.
From The Blog
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Living on a fixed income during inflation? These 6 tips can help Canadian seniors manage rising costs and make smart financial adjustments.
From Clutter to Clarity: The Role of Decluttering in Estate Planning
Did you know that decluttering and organizing your personal and financial documents is an essential step in creating a well thought through estate plan? Learn why decluttering matters in estate planning—and get useful tips to make the process manageable.
Hidden Wealth: Is Your Family Missing Out on Unclaimed Assets?
Did you know that in 2022 the Bank of Canada and a few provinces had unclaimed bank accounts and estates totaling $1.8 billion dollars? Could you have an unclaimed account? Learn how to find out and reclaim your missing money.
