Find a CEA

Full service financial planning practice.  We specialized in helping our clients through complex business, tax and estate planning.

We are IIROC licensed in Ontario, Quebec and BC, and Life Insurance licensed in Ontario and BC.

I am a lawyer by training and a Trust Officer at Scotiatrust. I hold my CEA and TEP designations, as well as degrees in both common and civil law (J.D., B.C.L.) from McGill University and an Honours Bachelor of Science (Hon. B.Sc.) from the University of Toronto. 

I represent Scotiatrust as liquidator, co-liquidator or agent on many estates.

TD Weath

Private Banking

Investment Management - PIC and PIA

Trust

Wealth Advisory Services

MY EXPERT EXPERIENCE WILL GET YOU THE BEST RESULTS!

I have been a full time Professional Realtor serving the Mississauga and the surrounding areas since 1985. 

Throughout the years, as it still is today my main focus has always been to help families and investors achieve their Real Estate goals.

To ensure that you receive the best possible service, as a Professional Realtor and to serve you better I am continually upgrading my skills.

Upgraded Skills:

Master Accredited Senior Agent

As a Master Accredited Senior Agent I have the additional training and knowledge to patiently and professionally help the senior and the mature market Smart Size to a different lifestyle with as little stress as possible.

MCNE  - Master Certified Negotiating Expert,

What being a Master Certified Negotiating Expert means for you, is that not only do I have my over 30 years of experience working for you, but I now also have the very specialized training to ensure that you will get the most professional negotiations possible for you to obtain the best deal, whether you are Selling or Buying.

I have:
• 11 years of providing high quality insurance and investment services for individuals and corporations
• 11 years of wide industry experience in financial administration and mathematical optimization
• 5 years experience in strategic planning and corporate programs integration
• 3 years experience in sales and marketing
• Experienced team player with excellent interpersonal skills and the ability to mentor juniors
• Highly motivated, creative and energetic, excellent problem solving skills, ability to solve complex problems under pressure, ability to motivate and help other team members, strong sense of responsibility

Devendra (Deven) Sharma is a Chartered Professional Accountant (CPA, CMA), Tax Specialist and Certified Financial Planner. He also hold Chartered Life Underwriter (CLU), and a Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA) designations. For over 17 years, Deven has been providing accounting, investment, insurance, and tax advice to clients in Greater Toronto Area and beyond. He specializes in Accounting, Business Consulting, Financial Planning, Investments, Risk Management, Tax Advice, Small Business Planning, Succession & Estate Planning, and Health Care Professionals Tax & Financial Planning.

Danielle brings 15+ years of banking experience and an education focus to Anholt Group Private Wealth Management in Saskatoon. She has her Personal Financial Planner (PFP®) designation and is continuing her education towards the CERTIFIED FINANCIAL PLANNER® designation. She is also a member of the Saskatoon Estate Planning Council.

Danielle is proficient in assisting female entrepreneurs, those close to retirement and blended families with customized solutions to meet their goals and build their wealth across generations. She believes that a holistic approach is necessary to ensure wealth is protected, including insurance and estate planning.

Having enjoyed a successful accounting career within the Financial Services Industry, I feel privileged to be able to walk so many Bereaved Families through the many tasks expected of them as Executors.

My greatest satisfaction comes from all the thank-you letters I receive for having made the entire Executor process  into a journey they can "actually feel proud to have completed".

I have often been told that the older you get the faster time goes and that statement is starting to really ring true. As I reflect on 20 years partnering with families and individuals working towards their goals and what is important to them, there is one thing that has remained consistent - nothing can replace genuine personal relationships and service.

My Branch Office Administrator, Robyn, and I, have been blessed with a fantastic group of families that we are fortunate to take care of. We are honoured when two or three generations of a family all place their trust in our office and we get to celebrate family successes, or at times, help fight through those tough moments. We value our relationships deeply and always do what is in your best interest.

I am blessed with a wonderful wife of 20 years and three children. We spend our time in the winter at the local hockey or ringette rink and in the summer at the baseball diamond or a lacrosse field. We enjoy travel together and time with friends and family.

We would love to have a coffee with you and get to know how our office can help you work towards your personal and financial goals.

As a Certified Financial Planner and now a Certified Executor Advisor, I have made a commitment to serving my clients as best as possible and I am continualy  looking for ways to improve on this. 
Having a dedicated associate, allows me to spend my time having deep conversations and understand what's truly important to my clients.  This then helps to put a detailed, personal and actionable plan in place to help our clients achieve their goals and fulfill their purpose.  Even in some cases aligning their investment portfolio with their values. 

Being independent from a large corporation allows me to act transparently and without bias toward any product which allows me to access the best fitted solution for my clients. 

I look forward to the opportunity to meet you.  

Shewfelt Financial Limited (Freedom 55 Financial) has been the premier provider of life insurance, investment advice and estate planning for Kincardine and surrounding areas for over 35 years.