Find a CEA

At a Financial Concierge™, we accept appointments of executor and attorney roles. In addition, we will assist and coach executors as Agent of the Executor.

As a Wealth Advisor with TD Private Wealth Management I am instrumental in identifying the needs of High Net Worth families and business owners. I work within a team of highly educated experts with a background in banking, investments, estate, tax, and financial planning to deliver customized wealth management and preservation solutions in a way that makes client goals achievable.

I’m passionate about growing my practice in meaningful new directions. Earning the Certified Executor Advisor designation allows me to combine 15 years of experience in financial risk management and estate planning with my genuine commitment to helping families and business owners navigate life’s most important transitions.  I have high conviction for ensuring organized affairs, leaving a legacy to the next generation(s), and ensuring clean and efficient estate settlement for the Executors.

I am a licensed Life Insurance advisor, and a CEA.  I work both independently under my own brand, and as a contractor to Financial Concierge.  I am mobile and have the ability to meet with you on your terms, in your space.

With over 20 years in the Financial Industry I still find inspiration in the families with whom I'm fortunate to partner with and the community I enjoy serving.

Every person is unique in his or her needs and goals. It brings me personal satisfaction to team with you to plan, strategize and help realize your goals. Through the years together, we'll adjust and improve your plan to ensure we protect what matters most and build financial success for you and your family.

There's a special place in my heart for families who have the responsibility of caring for a disabled child, as my family has experienced these challenges first hand. I am wholly aware of the complex needs we, as parents carry. It brings me joy and hope to share different options to help families take advantage of the many programs available to save for and protect our children's financial future.

Growing up I was the kid who counted her piggy bank every Sunday, kept ledgers and balanced sheets. I loved seeing how the numbers changed from week to week. As a teen, my dad gave me the book "The Wealthy Barber" and my world changed. I was amazed at the seemingly simple concepts but baffled as to why more people didn't know or take advantage of the information. I knew then it would be part of my personal mission to educate, protect and build wealth for as many families as I could, making an impact in this generation, but more importantly on future generations utilizing financial literacy, wealth strategies and legacy planning tools.

As a member of the Komoka-Kilworth Optimist Club, Hyde Park BIA and Women Making a Difference I value the growth and knowledge these service organizations contribute to our local and global community.

I am a Chartered Accountant and Manager with Avail LLP in Taber, Alberta. I work with our estate group to assist families with their final return and estate tax preparation needs as well as estate planning. I seek to help clients navigate their duties as executor during what can be an emotional and stressful time and help mitigate that stress by being a resource in an area that most people are unfamiliar with.

https://www.availcpa.com/team/heather-mccoy/

About Shawna McCrea

Shawna McCrea is an experienced financial planner dedicated to helping clients build clear, personalized strategies to achieve their financial goals and long-term security. With a thoughtful and client-focused approach, she works closely with individuals and families to develop financial plans tailored to their unique needs, priorities, and vision for the future.

Drawing on more than 21 years of leadership experience with TD Canada Trust — including 15 years as a Branch Manager — Shawna provides guidance grounded in both industry expertise and practical experience. She helps clients navigate investment and financial planning decisions with clarity and confidence, focusing on strategies designed to support wealth accumulation, retirement planning, risk management, and legacy planning.

Known for her professional yet approachable style, Shawna believes strong relationships are the foundation of successful financial planning. She takes the time to understand each client’s objectives and delivers advice that is personalized, transparent, and aligned with their long-term goals.

Since relocating from Calgary to Kelowna in 2003, Shawna has remained actively involved in the local business community, building lasting relationships and supporting meaningful connections throughout the Okanagan.

Education & Credentials

• Bachelor of Business Administration (BBA)
• Investment Funds in Canada (IFIC)
• Canadian Securities Course (CSC)
• Professional Financial Planning (PFP)
• Branch Compliance Officer (BCO)
• Life License Qualification Program (LLQP)

Professional Experience

• 21 years with TD Canada Trust
• 15 years as a Branch Manager

My name is Rachel McDonald, President & Owner of McDonald Estate Services Ltd.  I began my career in estate administration working with my father who practised law for over 50 years!  Although my Law Clerk Certification provided a great basis for estate administration, the lessons learned through processing thousands of Probate/Certificate of Appointment applications, or acting as a professional Executor, have been invaluable. With over ten years of experience in this field, I have not only honed my practical skills to work efficiently, but also the communication skills necessary to deal with the sensitive and confidential  matters relating to estates.  I truly enjoy getting to know my clients and using my expertise to help them navigate through this difficult process.

For more about my services please visit my website at www.mcdonaldestateservices.ca  

Sole proprietorship offering tax and financial planning service

Financial advisor.  

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