A Client Story – Retired Businessman Hires Financial Concierge
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A Client Story – Retired Businessman Hires Financial Concierge

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…

President’s Message – Summer 2020 Recap
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President’s Message – Summer 2020 Recap

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!

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