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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.

I have been a financial advisor since 2003, helping families navigate the ever changing financial landscape. Focusing on helping everyone regardless of their financial net worth. 

In 2012, I became an EPC - Elder Planning Councillor and have helped many families deal with 'End of Life' planning, providing compassionate and practical advice during challenging times.

Benjamin graduated from Dalhousie University’s Schulich School of Law. and in 2015 began his career as a lawyer. In December of 2018, Benjamin formed Barrington Law Inc. and bought a rural law practice in the Barrington area of Nova Scotia and has expanded the practice to serve Shelburne County, as well as other parts of the South Shore, and also the Truro area in central NS. 

Being a rural practitioner, Benjamin runs a
general practice focused on transactional law. He has a special interest in the
fields of property, estates and estate planning, marine, and business. 

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.

Being named executor usually comes with no warning and no manual. When the estate includes a private company, a holding company, or life insurance owned inside a corporation, the job gets complicated quickly.

I’m Zachary Sikorski, Principal of Sheldrake Group, an insurance planning practice in Toronto for owner-managed businesses and the families behind them. Increasingly, that includes the executors who carry those families through an estate.

For executors, I help with:

• Locating and claiming life insurance and segregated fund proceeds, including policies owned by a corporation


• Understanding how corporate-owned insurance and holding company structures affect what reaches the beneficiaries


• Organizing the financial side of the estate so the lawyer and accountant are working from the same picture


• Planning ahead with families who want to leave their own executors an easier job 

I don’t give legal advice and I don’t act as executor. My job is to work alongside your lawyer and accountant. Each of them holds part of the estate, and I make sure nothing falls in the gaps between them. 

My guide for executors, The Executor’s Problem, is free at sheldrakegroup.com.

CHS · EPC · CEA. Licensed for life and accident & sickness insurance in Ontario.