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.
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A Client Story – Document Organization & Estate Administration
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.
3 Minutes with Jill Chambers
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.
When Your Personal Life Needs to Run Like a Business
As the Covid-19 pandemic lingers in 2021, maintaining separation between your business and personal lives can feel like an impossible dream. There is one area where many high-net-worth individuals and busy professionals can benefit from running their personal life more like a business — cash burn rate.
How to Build an Exceptional Estate Plan
Does your estate plan only include a will and power of attorney documents? Learn how to elevate your plan from basic to exceptional. Discover 10 elements that prepare you for the future and protect your legacy.
Spot the Scam
Check out this article that Jill Chambers with Financial Concierge Inc was interviewed in for Dementia Connection, The Nature of the Scam.
A Client Story – Elderly Man with Mobility Issues
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.