Financial Concierge Inc. Company Profile, Contacts & Intelligence

Financial Concierge Inc. Overview

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.

Headquarters

Ca

Website

financial-concierge.ca

Industry

Financial Services

Founded

2018

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

Company Email

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