Financial Concierge
Financial Services • 
Calgary, Alberta, Canada • 11-20 Employees
Company overview
| Headquarters | 2949 17 Ave SE, 269, Calgary, Alberta T2A 0P7, CA |
| Phone number | +18884832176 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Estate Administration, Daily Money Management, Professional Executor, Enduring Power Of Attorney, Bill Payment And Statement Reconciliation, Healthcare Directive, Agent Under Personal Directive, Court Appointed Estate Administrator, Personal Representative, Power Of Attorney For Healthcare, Power Of Attorney For Personal, Power Of Attorney For Property, Representative Agreement |
| Founded | 2018 |
| Employees | 11-20 |
| Socials |
Key Contact at Financial Concierge
Jill Chambers
President And Founder
Financial Concierge Email Formats
Financial Concierge uses 2 email formats. The most common is {first name} (e.g., john@financial-concierge.ca), used 92.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@financial-concierge.ca | 92.3% |
{first initial} | j@financial-concierge.ca | 7.7% |
About Financial Concierge
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.
Financial Concierge revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Financial Concierge has 9 employees across 5 departments.
Departments
Number of employees
Funding Data
Financial Concierge has never raised funding before.
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