Financial Concierge
A note from the business:
This section is available upon business verification with Carebee. Learn about business verification here.
The attributes listed on this business card reflect the primary business category assigned. Please note that a business may operate in multiple service categories.
Service & Product Offering(s)
Document Organization;
Daily Money Management;
Executor Support - 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;
Professional Executor - 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;
Professional POA - manage and provide oversight on all estate administration responsibilities and/or support an individual in managing financial or healthcare matters when one no longer can.
Service Area
Across Canada (Ontario, Manitoba, Alberta and British Columbia)
Pricing Model
Pay per service/product
Key Highlights
Disclaimer: The services provided by Financial Concierge Inc. do not in any way constitute legal, financial, investment or healthcare advice. When a Financial Concierge™ is personally named to act as executor, or personal representative, a bank account is opened in the estate’s name with a financial institution. Financial Concierge Inc. is not a Trust company nor a lending or deposit taking institution. In B.C. Financial Concierge Inc. only promotes support services for clients who are already appointed Executors and Attorneys.
Location
Multiple locations across Canada (Ontario, Manitoba, Alberta and British Columbia).
Last updated: November 27, 2025