What Are the Housing Options for Seniors? As each decade passes, one of our challenging and essential questions is – what are the housing options for seniors? Since the COVID pandemic, polling has shown that older Canadians have overwhelmingly indicated they wish to stay in their homes until the end…
Meet Jill Chambers - Founder and President of Financial Concierge. She started Financial Concierge back in 2018 in order to assist individuals with daily money management and document organization. More Recently, Financial Concierge has been responding to increased requests for professional estate administration services. Many individuals have no spouse or family (or family who are competent!) to appoint to the roles of executor or attorney. Under Jill's leadership, whether the Financial Concierge team assumes these roles (in provinces other than BC), or provides support to others performing these roles, they consistently deliver compassionate, professional, personalized services to family members while honouring the wishes of their loved one with precision and expertise. If you need help with your estate administration needs in Canada, reach out to Jill on LinkedIn or schedule a call with her here.
Aging alone is a challenge many people face. You may be one of them. Find out how a “virtual Board of Directors’ network can help you build a multi-faceted ‘go it alone’ plan.
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.
Take a tour of local charities with Jill Chambers as she highlights organizations making a different in Canadian communities. Getting involved in the community and giving back feels good and makes a huge difference in people’s lives.
A BMO Wealth Management sponsored survey by ValidateIt Technologies Inc. reported that 13% of respondents worried about becoming a victim of abuse, neglect or fraud. Learn more about the other top concerns reported.
This article explores what solo aging is and some of the challenges it presents to those without children or obvious caregivers. We delve into the topics of money management, investments and financial decisions, as well as legal representation.