Has your spouse been taking care of the paperwork and bill payments? What happens when that spouse dies? Read a client story on just this predicament and how Financial Concierge can help.
John, a lifelong businessman, exclusively handled the family finances. Dealing with congestive heart failure, shortness of breath, signs of dementia, chronic pain and depression, the formerly astute businessman, was simply not feeling well and neglecting his personal or business affairs. His long-time lawyer, accountant and business partners had been noticing for a while that he…
Read about one of our client success stories where an elderly man with mobility issues hired Financial Concierge to take the pressure off his children. Now his children can just enjoy the time they get to spend with their dad.
In this article, we highlight a change in the eligibility criteria for Coverage for Seniors by the Government of Alberta. Also, we share a story about financial mistreatment of our elders and how we can help with money management services.
Nov 11th – A Day for Reflection, Connection and Appreciation. Remembrance Day is important to the Financial Concierge™ team, our clients and their families. Let’s take a moment to reach out to our friends and family on this special day.
Catch up with Jill Chambers, President of Financial Concierge, as she talks about the summer of 2020 and how Financial Concierge has had to adjust to meet their clients’ needs. “We have pivoted to working more with clients over the phone, email and Zoom calls,” and Jill says her team is growing as they continue to add consultants across Canada. Find out more in this summer catch up!
Wondering what a Daily Money Manager is? Watch this short video for a quick explanation.
In this month’s newsletter, check out the updated statistics about one-person households in Canada. Also, we share a client story about getting organized and in control of his day-to-day money management after his wife died.
Check out this CityNews article outlining how a group of 18 prominent health experts in Canada, including the two previous chief public health officers of Canada, are calling on the federal and provincial governments to change their strategies during the COVID-19 pandemic.
We pay bills for people who can’t, don’t, or shouldn’t. Learn what a Financial Concierge does and how they can help elder adults manage their day to day financial affairs and enable them to age in place with independence on their terms.
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