Sheri Copplestone, CFP, CFDS, & President of
Confident Careplanners Inc. -
Are you a primary Caregiver, key Decision Maker, Power of Attorney, or Executor for a loved one?
(Or a professional providing quality services & resources to these individuals?)
We are a one-stop coordination service between you, the Careplanner, and the service providers or resources you need for you and your loved ones.
You may not know what to do, where to go, or how to get the help you need so we take away some of the stress & overwhelm by guiding you to:
>>> Coordination & Advocacy Services
>>> Workshops & Training
(for Careplanners & Professionals)
>>> Corporate Presentations & Services
(HR/EAP Services & Employee Wellness Seminars)
Consider us your own personal project manager.
Contact us for a consultation & we'll help you confidently put the right pieces together that you'll need!
Over the last 7 years I've had the privilege of being able to pursue my passion, which is helping people with their financial needs. I take great delight in building lasting relationships with clients; supporting them with their financial needs by providing financial advice, and helping them establish a financial plan that will enable them to achieve their goals. I am thrilled to now offer specialized advice to executors that will help them navigate the responsibilities of managing an estate.
I began my career in banking and accounting, and established several companies: insurance brokerages, pension and employee benefit consulting firms, as well as estate planning consulting companies. My career has taken me to the boardroom and kitchen tables. My experience in corporate and personal finance has led me to consult on exit strategies for my clients and their companies.
Though my work in estate and financial planning, I have been a speaker and chairman of seminars on estate preservation and charitable giving. A Co-founder of the Halifax Estate Planning Council. My clients knew me as a trusted financial advisor who delivered creative financial solutions to their complex financial challenges. I performed for my clients as 100% independent of any financial company, enabling me to offer the best possible advice based on their unique needs.
My work in the estate planning field has led me to now focus on Funeral Pre- Planning, "The Missing Link in Estate Planning" I now am associated with JA Snow Funeral Home in Halifax (Dignity Memorial, largest funeral provider in North America) I am a pre- arrangement advisor, counselling families on the important decisions that must be made at an emotional and difficult time in their lives.
My financial background, and knowledge of financial products, bodes well for working with other advisors on independent executorships.
I'm a partner with the firm Lifelong Financial Solutions. We offer full financial planning services specializing in insurance planning, retirement planning, and estate planning. Our goal is to help clients develop sound financial plans that enable them to meet their goals and aspirations through every stage of life.
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.
Personal Banker Officer