Resources

Table of Contents

Video Library

What is a Financial Concierge™?

What is a Financial Concierge?

Professional Executor Services

Video: Jill Chambers talks about professional executor services

Professional Power of Attorney (POA) Services

POA - Daily Money Management (DMM)

Frequently Asked Questions (FAQ)

About Financial Concierge™

A Financial Concierge™ provides professional power of attorney and executor services for Canadians who need help with responsibilities associated with these roles.  We can be appointed as an executor and/or “attorney”, or act as an agent to provide support and coaching for the appointed representatives.  As a fiduciary, we assume the risk, focus solely on the best interests of our clients and are accountable for the work we deliver.  From assuming all the executor tasks required to settle an estate to performing day to day financial activities and resourcing health care providers under Powers of Attorney, we provide the experience, oversight, project management, and engagement with the necessary professionals to deliver positive outcomes for our clients.

After a complimentary initial consultation, fees are charged on an hourly basis plus a travel fee. For estate administration work we charge a percentage of estate value. Please call us for our current hourly rate and fee structure.

All Financial Concierges have good to excellent credit scores verified annually and a clear background check including a vulnerable sector report.  We are members of the Certified Executor Advisor Network (CEAN) and comply with its Code of Ethics. Many members of the team have other professional designations that dictate strict standards of conduct that are monitored to ensure ongoing compliance.

Financial Concierge Inc. has been serving Canadians since 2018, is incorporated with annual audited statements, and has been vetted and approved by the Better Business Bureau.

Financial Concierge Inc. carries $2M Commercial General Liability and $2M Professional Liability insurance which covers all Financial Concierges. We also secure executor insurance at the time we commence executor duties to protect ourselves and our clients’ beneficiaries from liability.

No. Our power of attorney services for property and personal care help our clients remove the stress and anxiety of managing day to day health and  financial activities. As “attorney” for property we perform daily money management activities to ensure bills get paid, cheques get deposited and all other day to day financial matters are handled with efficiency and accurately. Our services support our clients on tasks they can no longer manage themselves.  

No. Our clients retain complete control (including signature authority) over their bank accounts.

Yes. Financial Concierge Inc. does not provide tax, investment, or financial advice. We work together with, and not in place of, these other professionals. Financial Concierge Inc. will act as your advocate and serve as a liaison between you and your legal attorney, accountant, insurance agent, bank/brokerage firm, and investment advisor.

Yes. Your Financial Concierge™ is dedicated to serving you and will be at every visit, except in times of illness or vacation when another member of the Financial Concierge Inc. team will gladly step in to help.

Book a Consultation

During your complimentary initial consultation, we will explore which of our services may be helpful to you once we learn more about your needs and circumstances. We are happy to assist you with some or all of your day to day financial activities, act as your power of attorney for property or personal care and provide executor/estate administration services.

If you have additional questions, please call us at 1-888-483-2176.

Our Connections

Our Network

Aging In Place Seniors Support Services, a division of Financial Concierge™: We work with seniors and their families to identify essential services required, locate quality service providers and facilitate communication with healthcare professionals.

epilogue wills: Create a legally-binding Will to protect the people who matter most to you.

We are NEW WEST VIDEO, a Calgary-based video marketing company! We help businesses who want a clear online presence to create and implement video assets to show what they offer in the most authentic way so that their audience connects with them in a profound way.

New West Video provides marketing strategy guidelines along with high quality video filming and editing. When you work with us you get professional support through all stages required. We help you to #beknown and #beunderstood with a video – an easier and shorter way to deliver any messages in our busy time.

Calgary Estate Paralegal: Kimberly Wallace is a friendly, honest and professional paralegal specializing in Wills & Estates matters in Calgary and surrounding areas.

Ohana Care has a tailored approach to each of our clients. Everyone ages differently and we are here to help you along the way. We provide professional and personal support to assist you to age gracefully.

Funeral Preplanning doesn’t have to be sad or difficult. Leave your loving legacy by having your affairs and estate in order while you can.  Give you and your loves ones peace of mind.

A community of designated professions with a view to networking, literacy, and awareness  enhancement for the betterment and protection of
estate executors and beneficiaries.

SideDrawer is an API-based document management platform that focuses on improving the client experience around data collaboration and organization. Our clients are businesses, professionals, and fintechs that use our turn-key solution or our APIs to improve productivity and increase client engagement.

EPPC is a multidisciplinary community of Estate Planners and advisors across Canada — EPPC promotes cross-education, referrals and connections for Estate Planning professionals and fosters a collaborative approach to Estate Planning, sharing Estate Administration best practices.

We are your transitional aging specialists! We help you navigate the steps required to properly plan for the aging process, whether for yourself or a loved one.  

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