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

A Mission Born from Turning Chaos Into Clarity

The acronym F.A.M.I.L.YFinancial 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.

Picture of Jill Chambers

Jill Chambers

Founder and President of Financial Concierge™

Meet Our Dedicated Team

Photo of Jill Chambers, Owner 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

Executor and Power of Attorney Services, Business Analyst, Financial Management.

Photo of Penny Towndrow

Penny Towndrow

Power of Attorney and Estate Planning Activist and Advisor.

Tanya Shields, Financial Concierge™

Tanya Shields

Executor and Power of Attorney Services, Certified Relocation and Transition Specialist, Document Organization.

Photo of Carey Abma, Financial Concierge™

Carey Abma

Executor and Power of Attorney for Property Services. Estate Planning  Educator. Financial Document Organization. Daily Money Management.

You don’t have to see the whole staircase, just take the first step.
— Martin Luther King, Jr.
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.

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