How Financial Concierge can help

We assist our elderly clients with managing their day-to-day financial affairs.

Our services include: 

We ensure your important personal and financial documents are organized in one place in our Family Playbook™ – so your loved ones have easy access to your healthcare and financial wishes when they need it most.

We ensure cheques get deposited and bills get paid. By providing oversight to bank and credit card statements, we watch out for fraud, duplicate charges and missing deposits.

We ensure the nest egg you spent a lifetime building is managed properly with us assisting or acting as the Personal Representative in administering your Estate.