Personal Financial Services for Savvy Seniors
Financial Concierge™ provides professional, personalized, confidential financial services, in-home wherever possible and remotely when required. Unpaid bills and taxes and missing cheque deposits are just a few financial challenges we help clients avoid. We also provide estate administration, powers of attorney and document organization services.
CARP members will save 10% on our Family Playbook™. Foundational to all our services, our Family Playbook™ keeps important personal and financial documents organized in one place. It reduces stress and saves time for your family or executor by providing clear instructions on your healthcare and financial wishes. A gift that will bring peace of mind to those you hold dear.
The Financial Concierge™ team is a passionate group of retired professionals who have a current clear background check and vulnerable sector report and a good to excellent credit score verified annually.
What is a Financial Concierge™