Helpful videos to help you get started with services offered by Financial Concierge

What is a Financial Concierge™?

The Family Playbook™

Jill Chambers shares how we use our proprietary Family Playbook™ to help our elderly clients stay on top of their personal and financial documents. 

Bill Paying Services for Seniors

Jill Chambers shares how we help our elderly clients with their day-to-day money management, including accurate, on-time bill payments, with ongoing record keeping. As Daily Money Managers, we ensure bills get paid and cheques get deposited.

Wills & Estates

Jill Chambers shares information about how to select an executor for your estate and Power of Attorney(s) (POA) for your property and medical care.

Legacy Matters

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