Find a CEA

We are a professional financial advisory firm specializing in retirement and estate planning.

We spend the necessary time with each of our clients to understand their biggest priorities, deepest concerns and what they value most in life. As an independent, objective planning firm, we have the ability to provide our clients with the advice and financial solutions most suited to their individual needs.

As a Certified Financial Planning Professional, a Chartered Life Underwriter and Certified Health Specialist, I am committed to life-long learning and the ongoing professional development needed to meet the changing needs of my clients.

We are regularly involved in assisting clients who have lost a loved one and are overwhelmed with the duties and responsibilities they face as an executor or executrix. The changing landscape within the estate administration process for people in Ontario has created newer and greater challenges than ever before and I have made the commitment to become a Certified Estate Advisor in or to be of even greater assistance to my clients.

I have served as an Executive Director and Managing Director of Christian Charities in both the United States of America and Canada. I have been involved with development since 1988. My full-time employment has been in Christian Camp ministries since 1981, where I have served with the Salvation Army, the Southern Mennonite Camps Association in the United States and with Countryside Camp and Conference Centre, the summer home of "Camp Shalom" here in Canada. I volunteered in development with the Gideons International for the state of New Jersey for over six years. As faithful stewards, each of us has been entrusted with assets that when managed properly may have the potential to multiply exponentially, impacting the lives of our loved ones, our friends, our churches, and chosen charities in a positive manner. I am here as a Certified Executor Advisor to serve you and your estate executor in facilitating your legacy. 

I use a comprehensive holistic approach, developing an overall view of your family's financial picture that encompasses your values, future milestones, and goals. We then use that overview to craft a personalized plan specifically tailored to your unique objectives . Once you have set your goals and have your “financial roadmap” in place, I then check in with you regularly to help you keep your plans on track.

Through twenty years in the industry, I have successfully guided my clients through some of the most challenging financial markets in decades, and supported them through crucial life events. My clients benefit from my high standard of care and expertise, through proactive planning and management.

I am the owner of Nickels and Dimes Money Mentoring and author of the upcoming book Profit Ability: Secrets to Success for Construction Trades. I spent 20 years in the electrical industry, have over 15 years of accounting experience, and am an award winning financial planner, providing me with unique expertise to help contractors be their most profitable.

I spend most of my time helping contractors build profitable businesses, however, business succession planning, wealth transfer, and personal estate planning are also a big part of what we work through.

With over 20 years in the financial services industry, I have been actively engaged in fostering strong client relationships while helping clients, and their families, achieve their personal financial goals.

I am a lawyer practicing 20 years in general practice but with a strong focus on wills, estates, and estate administration.  My team and I obtain grants of probate and manage all aspects of  many estates every year.

At Safety Bay Financial we create personalized plans to help individuals and families secure their financial safety through all stages of their lives.

With over 15 years experience in helping clients create, protect and preserve wealth I have found that no two situations are the same. 

Through open conversation we are able to work with clients to determine what is really important to them.  Allowing our clients the opportunity to make the most informed decisions about the arrangement of their overall assets.

Shawn Perkins CFP CEA