Save 10% on our Family Playbook™ The Perfect Document Organizer Gift Adult Children will Treasure!


Thinking about the upcoming holiday season?  Give your adult children the gift of knowing what your financial and healthcare wishes are and where to find them. Our Family Playbook™ keeps your important documents and passwords organized in one easy to access location.

Being organized and prepared is the best gift to give loved ones as it eliminates beneficiaries missing out on insurance benefits, or delays in settling an estate because a will can’t be located, or a bank account being frozen due to missing passwords. When the time comes for your power of attorney or executor to step in, you will have saved them hours of frustration searching for information and documents.

A recent CBC article is a good example of how not knowing passwords to access a deceased loved one’s digital accounts can prove to be a nightmare for the surviving family.  As noted in the article, “Experts say that tech companies refusing to hand over digital assets is a problem affecting everything from stocks, insurance policies and PayPal to gaming credits, social media posts and family photos.”  Apple blocks widow from honouring husband’s dying wish | CBC News

Exclusive to CARP members, claim this benefit today to ensure your Family Playbook™ is ready in time for the holidays!

Simply complete the Contact Us form on our website Enter your CARP membership number in the “Additional Information” section. Alternatively, call us at 1-888-483-2176.

Financial Concierge™Personal Financial Services for Savvy Seniors

Financial Concierge™ provides professional, personalized, confidential financial services, in-home wherever possible and remotely when required.  In addition to our Family Playbook™ we also provide day to day financial management and estate administration services.

As your personal Chief Financial Officer, we ensure cheques get deposited and bills get paid. By providing oversight to bank and credit card statements, we’re continually watching for fraud, duplicate charges and missing deposits – issues that could easily damage financial health.

As your trusted professional, we can support executors and powers of attorney or fully assume these roles when a neutral third party is preferred. Trust companies offer professional executor services, however, many require asset value minimums that can be quite high.  We offer a viable, affordable alternative.

What is a Financial Concierge™:

Read how we helped Roger take charge of his finances after the loss of his beloved partner.

Client Newsletter March 2020

Founded by Jill Chambers in 2018, 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.
Phone – 1-888-483-2176