Would you like to know what our clients think about us?

Take a look for yourself in the testimonials below.

“Jill truly understands all that you need to get your affairs in order. I met with Jill and she explained the specific documents and all I needed to get organized. She has also been very good about follow-up and keeping in touch. Thanks to Jill, I feel confident that when the time comes my family will have all the information and documents they need to execute my wishes. I know Financial Concierge will be there for my family and that gives me great comfort.”

– Maureen M, Calgary, AB

My husband and I met with Jill in June and instantly we were impressed with her knowledge and understanding of what we needed. Jill is thoughtful, considerate and she is great with following up. I would highly recommend Financial Concierge.

– Jenn NCalgary, AB

Getting to know Jill has been a super experience – she is knowledgeable, very organized and prompt when responding to my queries. Above all, I have complete trust in her financial judgement as she is an active, well-connected individual who takes additional courses in her field to be on top of the most current financial information. I feel that Jill respects me and always offers sound advice – she is a compassionate person and really listens to me!

– Glaide BCalgary, AB

Pleasure meeting Jill, (Financial Concierge) Instantly my husband & I were impressed very friendly & professional, she brought issues to light in our estate planning and conveniently met @ your home. Felt very comfortable having Jill liaise with our trusted financial & insurance advisors always responded on a timely basis. Thank you.

– Jacquie MCalgary, AB

Just wanted to say thanks for your presentation yesterday on Aging in Place – Planning for the Future to our Senior Connectors. It was very informative and constructive. Thank you so much again.

– Farzana I., Calgary, AB

The owners care about the financial well being of all Seniors and are determined to offer exceptional service to their clients.

– Roy G.Calgary, AB

This is very special financial service. We recommend Jill and her team to our Clients at Home Instead Senior Care. The services are personalized and much more thorough than a bank.

– Fred F. Calgary, AB

Friendly and professional, the Financial Concierge team helped me get my important information and documents organized and gave me peace of mind by acting as my personal representative. I no longer have to worry about the burden that would fall upon my loved ones should something happen to me.

– Julie B. Big Valley, AB

Three years ago my Mother’s life partner became very ill and we faced many dilemmas in locating information concerning his two estates, property, Stocks and banking institutions. Our aged Mother was not able to take on this feat. My sister and I were extremely fortunate to have Carla assist us professionally with her background in accounting. Her expertise aided us in locating all the assets as everything was in such disarray due to Joe’s illness. Carla’s physical work and follow ups in accounting were impeccable. She is very trustworthy and very accurately driven in her recordings and all efforts. Communication was not a barrier even though I live in Ontario.

My Mother, sister and I can wholeheartedly recommend Carla for all of her professional work.

– Christine P.Welland, Ontario