Aging In Place

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.

Facebook Linkedin Instagram

Our Story

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.

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

— Tia Walker, author of The Inspired Caregiver

Testimonials

Why hire Financial Concierge!

“Jill truly understands all that you need to get your affairs in order. I met with Jill and she explained the specific documents and all I needed to get organized. She has also been very good about follow-up and keeping in touch. Thanks to Jill, I feel confident that when the time comes my family will have all the information and documents they need to execute my wishes. I know Financial Concierge will be there for my family and that gives me great comfort.”
Maureen M.Calgary, AB
"My husband and I met with Jill in June and instantly we were impressed with her knowledge and understanding of what we needed. Jill is thoughtful, considerate and she is great with following up. I would highly recommend Financial Concierge."
Jenn NCalgary, AB
"Getting to know Jill has been a super experience – she is knowledgeable, very organized and prompt when responding to my queries. Above all, I have complete trust in her financial judgement as she is an active, well-connected individual who takes additional courses in her field to be on top of the most current financial information. I feel that Jill respects me and always offers sound advice – she is a compassionate person and really listens to me!"
Glaide BCalgary, AB
"Pleasure meeting Jill, (Financial Concierge) Instantly my husband & I were impressed very friendly & professional, she brought issues to light in our estate planning and conveniently met @ your home. Felt very comfortable having Jill liaise with our trusted financial & insurance advisors always responded on a timely basis. Thank you."
Jacquie MCalgary, AB
"Just wanted to say thanks for your presentation yesterday on Aging in Place – Planning for the Future to our Senior Connectors. It was very informative and constructive. Thank you so much again."
Farzana I.Calgary, AB
"The owner cares about the financial well being of all Seniors and are determined to offer exceptional service to their clients."
Roy GCalgary, AB
"This is very special financial service. We recommend Jill and her team to our Clients at Home Instead Senior Care. The services are personalized and much more thorough than a bank."
Fred F.Calgary, AB
"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. I no longer have to worry about the burden that would fall upon my loved ones should something happen to me."
Julie B.Big Valley, AB
"Three years ago my Mother’s life partner became very ill and we faced many dilemmas in locating information concerning his two estates, property, Stocks and banking institutions. Our aged Mother was not able to take on this feat. My sister and I were extremely fortunate to have Carla assist us professionally with her background in accounting. Her expertise aided us in locating all the assets as everything was in such disarray due to Joe’s illness. Carla’s physical work and follow ups in accounting were impeccable. She is very trustworthy and very accurately driven in her recordings and all efforts. Communication was not a barrier even though I live in Ontario. My Mother, sister and I can wholeheartedly recommend Carla for all of her professional work.."
Christine P.Ontario
Previous
Next
our services

What We Do

We enable seniors to age in place by providing management of their daily financial affairs and supporting their personal representative(s). Our services are:

homebanner1

Document Organization

wills-and-estates_banner

Bill Payments

homebanner3

Wills & Estates

Our Vision

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

Our mission is to serve aging adults and support the elderly community through compassionate financial management services.

Our goal for you is Peace of Mind!

Our Values

Passion

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.

Integrity

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.

Accountability

We have comprehensive liability coverage and are transparent in the work we deliver to clients. Members of the American Association of Daily Money Managers, we are governed by strict standards and their Code of Ethics.