Financial Concierge

Finance · Canada · 11-50 Employees

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Overview

Headquarters

2949 17 Ave SE, Calgary, Alberta, T2A 0P...

Phone Number

(403) 978-2176

Revenue

$8.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Financial Concierge

Financial Concierge offers professional Executor and Power of Attorney services to Canadians, providing financial, healthcare, and estate administration support. Their services cater to families, busy professionals, and older adults, ensuring the management of financial and healthcare affairs in times of incapacity. By acting as impartial fiduciaries, they help clients navigate through estate management and support document organization. The company emphasizes the importance of preparedness and aims to alleviate the burden from inexperienced family members or friends in executor or attorney roles.Explore more
Financial Concierge's Social MediaPopular SearchesFinancial Concierge IncFinancial ConciergeFinancial Concierge Services CanadaSIC Code 60,609NAICS Code 52,523Show more

Financial Concierge Org Chart

PhoneEmail
Jill Chambers, Founder & President at Financial Concierge
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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Concierge

$8.2M
11-50
Private
-
2018
Jill Chambers, Founder & President at Financial Concierge
Jill ChambersFounder & President
$5.3M
11-50
Private
-
1979
CM
Carmen MelfiChief Financial Officer
<$5M
11-50
Private
-
1999
N/A
<$5M
11-50
Private
-
2010
AB
Adam BussWealth & Estate Planning Specialist
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CS
Craig SimpsonCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Financial Concierge is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Financial Concierge is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial Concierge.

Financial Concierge Tech Stack

A closer look at the technologies used by Financial Concierge

Financial Concierge News & Media

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Frequently Asked Questions Regarding Financial Concierge

What is Financial Concierge's official website?
Financial Concierge's official website is www.financial-concierge.ca
What is Financial Concierge's Revenue?
Financial Concierge's revenue is $8.2 Million
What is Financial Concierge's SIC code?
Financial Concierge's SIC: 60,609
What is Financial Concierge's NAICS code?
Financial Concierge's NAICS: 52,523
How many employees does Financial Concierge have?
Financial Concierge has 11-50 employees
What industry does Financial Concierge belong to?
Financial Concierge is in the industry of: Finance, Securities Trading
What is Financial Concierge competition?
Financial Concierge top competitors include: Tetrault Wealth Advisory Group, Polsinelli Financial Advisory Group, Personal Solutions Financial, Kerr Financial
What technology does Financial Concierge use?
Some of the popular technologies that Financial Concierge uses are: ClickCease, WordPress.org, reCAPTCHA, PHP
How do I contact Financial Concierge?
Financial Concierge contact info: Phone number: (403) 978-2176 Website: www.financial-concierge.ca
What does Financial Concierge do?

Financial Concierge offers professional Executor and Power of Attorney services to Canadians, providing financial, healthcare, and estate administration support. Their services cater to families, busy professionals, and older adults, ensuring the management of financial and healthcare affairs in times of incapacity. By acting as impartial fiduciari... es, they help clients navigate through estate management and support document organization. The company emphasizes the importance of preparedness and aims to alleviate the burden from inexperienced family members or friends in executor or attorney roles.Read More

What are Financial Concierge social media links?
Financial Concierge Linkedin page Financial Concierge Facebook page
Is Financial Concierge a public company?
Financial Concierge is private company therefore does not currently have an official ticker symbol
See more information about Financial Concierge

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