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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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.
Talking About Your Financial House – Part 1
Deb Ross interviews Jill Chambers in a half-hour program called Tune Up With Deb. This podcast is all about helping you get your financial house in order – Part 1 of 2.
Why Power of Attorney is a Powerful Decision
This article describes 3 powers associated with a Power of Attorney and why your decisions creating one can have profound, life changing consequences. Should the unexpected happen, learn why you’re powerful with a POA and powerless without one.
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.
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.
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.