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What is a Financial Concierge™?

What is a Financial Concierge?

Frequently Asked Questions (FAQ)

About Financial Concierge™

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.

Book a Consultation

During your complimentary initial consultation, we will explore which of our services may be helpful to you once we learn about you and your needs. We are happy to assist you with some or all of your day to day financial activities.

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

Our Connections

Official Partners

Financial Concierge is a Proud Trusted Partner of C.A.R.P.

C.A.R.P. logo

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.

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