Meet the Team

Jill Chambers

Staff Photo Jill Chambers

Calgary, AB

Jill has always been a nurturer and a service provider.  Her passion is in excellent client service. “I love helping others”

She has extensive experience in healthcare working with seniors and vulnerable individuals as well as years of experience as a financial planning professional.

Jill's undergraduate degree is a Bachelor of Nursing. She holds several professional designations including certified financial planning professional “CFP”, chartered financial divorce specialist “CFDS”, chartered investment manager “CIM”. Her most recent designation is certified executor advisor "CEA".

She is passionate about informed consent, financial literacy, efficiency, and organization.

For Jill, supporting local charities is important. She is involved and provides ongoing support for two local charities, Pet Access League Society “PALS” and Made By Momma. Head to the blog to read about why these are Jill's Charities of Choice.

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Carla Czaikowski

Staff Photo Carla Czaikowski

Calgary, AB

Carla enjoyed a 25 year accounting career in the oil and gas industry, which exposed her to many walks of life and complicated situations. She noticed that she and many others around her were feeling the squeeze of the “Sandwich Generation” (a generation of people responsible for bringing up their own children and looking after their aging parents). It was time to focus on what was most important to her – people.

Carla thrives on helping others overwhelmed with day to day life management issues. She loves organizing, explaining and educating about financial matters. Carla has developed close enduring friendships with her clients in each of their unique situations.

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Laurie Belanger

Staff Photo Laurie Belanger

Calgary, AB

Laurie possesses a Bachelor degree in Human Resources and Labour Relations. Laurie was a career federal public servant in Human Resources Services for 35 years with specialization in management, talent acquisition and labour relations achieving up to the senior management level of Assistant Director.

Laurie is fully versed in financial management as an independent professional woman. Additionally, Laurie is keenly aware the impact of dementia on day to day money management for seniors.

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Garry Mah

Staff Photo Garry Mah

Calgary & Edmonton, AB

Garry believes that Aging in Place is extremely important. He has first-hand experience working to achieve this with his parents. Garry loves working with older adults and volunteers with them as a White Hatter - the iconic brand and beacon of assistance for passengers travelling through Calgary international airport.

Garry brings over 30 years of regulatory, compliance and financial experience from the gas and electric utility sector to our team. He is keen to redirect his knowledge and skills to keeping older adults safe from fraud and financial abuse.

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Gillian Ward

Staff Photo Gillian Ward

Victoria, BC

Gillian’s early career was in the financial sector in the UK. Opportunities in Canada have all been computer-systems related. Gillian has volunteered primarily with older adults and new Canadians. She moved to Victoria, BC to fulfill a long-held dream of wearing shoes throughout the year! Gillian is focused on building strong one on one client relationships.

Carol Fowlie

Staff Photo Carol Fowlie

Prince George, BC

Carol has a wealth of professional experiences which have included working as a Financial Advisor, and providing bookkeeping and tax preparation services to individuals and corporate clients. She has extensive computing and administration experience.

Carol value’s providing high quality service. She is passionate about strengthening community by helping people find tools that build stronger communication and greater financial literacy. She is especially concerned with supporting seniors who are “Aging in Place”.

Carol enjoys providing educational workshops on financial literacy and end of life planning. She volunteers her time at her children’s schools.

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Cathy Zavitz

Staff Photo Cathy Zavitz

Hamilton, ON

Cathy comes with over 30 years experience as a professional legal assistant – a role requiring. meticulous and detailed organization of documentation and files. She has current personal experience looking after her aging parents who were overwhelmed with paperwork and financial management. Cathy is excited to use her skills and strengths to assist others facing the same challenges.

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Carrie Van Staveren

Staff Photo Carrie Van Staveren

Oshawa, ON

Carrie is a Certified Advanced Business Analyst and has held a variety of financial oriented positions during her career in public service. She has frequently presented educational tax seminars to seniors and caregivers. Carrie has an open and friendly personality and truly cares about the people she works with. She enjoys being a personal CFO for seniors who want to maintain their independence and recognizes everyone’s situation is unique.

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Janet Jackson

Staff Photo Janet Jackson

Toronto (GTA), ON

Janet is a passionate advocate for exemplary customer service. As a previous financial services executive, she is known for championing the customer experience in all her business interactions.

Janet has extensive professional and personal experience in financial management services – from managing pension, investment and benefits plans and serving on industry fraud committees -- to providing day to day money management and executor services for her family. She is a passionate supporter of empowering seniors to age in place,

Janet loves helping seniors manage their routine financial activities and any risks related to fraud or abuse ---so they can focus on living independently with peace of mind.

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Mel Head

Staff Photo Mel Head

Inspiration and Sounding Board, Retired Professional Chemical Engineer

Mel came up with the idea of Financial Activity Management In Later Years “F.A.M.I.L.Y.” when managing financial activity for his aging father who resided in many provinces to the east in 2012. January 2018 was the ideal time and the concept of F.A.M.I.L.Y. morphed into Financial Concierge Inc.

Miss Molly

Staff Photo Molly the Dog

"Miss" Molly has been our personal support member for many years. Her belief in "time out" breaks for fresh air and walks keeps the rest of our team well balanced.

Always offering unconditional love, snuggles and sloppy kisses, Molly encourages us "humans" to take a moment to refocus and reenergize. Molly is our best cheerleader assisting with our progressive goals and achievements.