Find a CEA

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.  

TBD

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’. 

For over fifty years, my family has been working with individuals and corporations throughout Canada, with a focus on Ontario, assisting them with their financial planning.

We have one simple goal in mind when we work with a company or an individual - to determine if there are any areas we can be of assistance and then to provide the proper solution to address the issue(s).

Specialties: For the last thirty years we have worked in many areas of the financial world and as a result have a breadth of knowledge and a depth in many areas of the financial world. So send us a note and we can see if we can help and if not, we likely can refer you to someone who can.

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.