Find a CEA

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.

As a Certified Executor Advisor, 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 the privilege of helping successful Funeral, Cemetery, and Financial organizations grow with integrity — increasing revenues, profits, and community impact through my proprietary Profit Growth Formula.

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 has been the premier provider of life insurance, investment advice and estate planning for Kincardine and surrounding areas for over 40 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 lived in the Whitby area between 2001 and 2022, when Sarah relocated to Clarington. Sarah is the principle lawyer at Jenkins, Newman & Shipley Law with offices in Whitby and Newcastle. 

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, estate planning and ‘probate’. 

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.