A Financial Concierge™ is a daily money manager who provides assistance to clients with managing their personal financial matters. Examples of the kinds of services that a Financial Concierge™ provides include: bill payments; cheque deposits; bank account and credit card reconciliations; submitting health, dental and drug claims and organizing tax records. The scope of services provided varies, based on each client’s individual needs and desires.

After a complimentary initial consultation, fees are charged on an hourly basis plus a travel fee. Please call us for the current hourly rate.

All Financial Concierges have good to excellent credit scores verified annually and a clear background check including a vulnerable sector report.  We are all members of the American Association of Money Managers and comply with their Code of Ethics.

Financial Concierge Inc. 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.

No. Our services help our clients remove the stress and anxiety of managing day to day  financial activities and paperwork and may help keep them living independently longer.  

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 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.