Find a CEA

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. 

A Certified Executor Advisor CEA, Certified Relocation and Transition Specialist (CRTS) and a Member of the National Association of Senior Move Managers. NASMM. 

Transitioning seniors, assisting with the entire process of   getting their home ready for sale, downsize, declutter, plan, pack, move, unpack and complete set up.  Turnkey moving for our clients from the family home right to the new condo or Retirement Community the same day.  We Take care of all the details from beginning to end  We return to the family home to manage remaining assets and ensure it’s ready for closing.

Full estate clean-outs which includes providing an inventory of the home, follow Executor’s instructions with regard to selling, donating, packing up items for family and ensure the home is emptied in a dignified and organized manner.  Ensure all documentation and personal items are organized, packed and available for the Executor.  Assist Executor with forms, procedures and whatever else can be completed to close the estate in a timely manner..

Offering Executor Services for those without family close by, or no family or wishing a 3rd party to handle their estate. 

Sarah grew up in Durham and has lived in the Whitby area
since 2001. Sarah is the principle lawyer at Jenkins, Newman & Shipley Law in
Whitby. 

Sarah’s practice is restricted to advising and representing
clients with respect to all matters relating to estate administration, estate
litigation, trust administration, passing of accounts applications, guardianship,
preparation of Wills & Powers of Attorney, and ‘probate’. 

Sarah has conducted presentations on the importance of
having Wills and Powers of Attorney to audiences such as; Scotiabank, Lakeridge
Health, Alzheimers Society of Durham Region and the Whitby Chamber of Commerce. 

Wealth Advisor for high net worth clients

Lawyer with 20 years of experience advising high net worth families on business succession and estate planning.  Called to the Alberta and California Bars.

I provide professional financial advice for Individuals, Families, and Business Owners primarily in Ontario, Manitoba, and Alberta. I specialize in working with business owners in technology, agriculture, construction, demolition, and the skilled trades. The 1000+ existing clients in these industries have formed the cornerstone of our client base for over 30 years. Our familiarity with the issues and opportunities in these industries help us give tailored advice.

I've been quoted in The Globe And Mail, on Advisor.ca, and featured in Investment Executive for our strategies to attract and maintain relationships with millennials and young entrepreneurs.

» brandon.silbermann@manulifesecurities.ca  

» (519) 747- 7727 ext. 202

I run an Edward Jones branch on the West end of Brampton, servicing professionals and families with investments and their financial plans.  The value of face to face interactions has never been so paramount in this industry, so my office doors are always open and I welcome an introduction.