Financial Concierge provides Professional Executor services and and acts under Power of Attorneys (POA) for property/financial and personal/healthcare matters. An ideal fit for families, busy professionals, and older adults.
As Professional Executors, we administer estates for a living, understand the regulatory requirements and have the requisite skills necessary to settle estates expertly and efficiently in accordance with your loved one’s wishes.
Acting under a Power of Attorney, we provide help with financial and healthcare matters.
If you’re a busy professional struggling to find the time to pay bills, file insurance claims and stay on top of your financial affairs, we can help.
If you’re a busy working mom or dad juggling care for your kids and older parents, we offer relief by supervising schedules and managing payroll for caregivers, paying bills, liaising with their professional advisors, and providing support with their day-to day financial affairs.
If you’re an older adult and need a trusted concierge to help you age in place free of worries about paying bills on time, missing cheque deposits, or liaising with advisors and government agencies, we can provide the support you need.
We offer three professional Executor/POA services:
1. Appointed Executor and/or Acting Under a POA -We manage and provide oversight on all estate administration responsibilities and/or support you to manage financial or healthcare matters when you no longer can.
2. Support your Executor and/or "Attorney" – Support the executor or individual acting under a POA, usually a family member or friend, as their agent to perform duties that require expertise or significant time and coach them on tasks they choose to perform themselves.
3. Appointed as Administrator/"Attorney" – We are appointed by the court as administrator or to act under a POA of an estate when an individual dies intestate without a will or requires personal care with no one appointed to do so.
Company Details
- Employees
- 13
- Founded
- -
- Address
- 2949 17 Ave Se, 269,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- financial-concierge.ca
- Keywords
- estate administration, daily money management, enduring power of attorney, bill payment and statement reconciliation, professional executor, court appointed estate administrator, personal representative, agent under personal directive, representative agreement, healthcare directive, power of attorney for property, power of attorney for personal, power of attorney for healthcare.
- HQ
- Calgary, Alberta
- Competitors
- Pinnacle Wealth Brokers, Central Okanagan Economic Development Commission, True North Executor Solutions Inc., Executor Duties on Demand Inc., Leading Edge Executor Services, Glory Prime Wealth Private Limited, Gordon's Downsizing & Estate Services Ltd., Goddard Gamage LLP, Dylan McCorquodale Leadership, Plug'n Drive.
Financial Concierge Inc. Questions
Financial Concierge Inc.'s website is financial-concierge.ca
Financial Concierge Inc.'s LinkedIn profile is https://ca.linkedin.com/company/financial-concierge-inc
Financial Concierge Inc. has
13 employees.
View email and phone details for 13
employees at Financial Concierge Inc..
Financial Concierge Inc.'s industry is
Financial Services
Financial Concierge Inc.'s top competitors are
Pinnacle Wealth Brokers,
Central Okanagan Economic Development Commission,
True North Executor Solutions Inc.,
Executor Duties On Demand Inc.,
Leading Edge Executor Services,
Glory Prime Wealth Private Limited,
Gordon's Downsizing & Estate Services Ltd.,
Goddard Gamage Llp,
Dylan Mccorquodale Leadership,
Plug'n Drive.
Financial Concierge Inc.'s categories are Financial Services
Financial Concierge Inc.'s founding year is 2018
