Full service financial planning practice. We specialized in helping our clients through complex business, tax and estate planning.
We are IIROC licensed in Ontario, Quebec and BC, and Life Insurance licensed in Ontario and BC.
I am a lawyer by training and a Trust Officer at Scotiatrust. I hold my CEA and TEP designations, as well as degrees in both common and civil law (J.D., B.C.L.) from McGill University and an Honours Bachelor of Science (Hon. B.Sc.) from the University of Toronto.
I represent Scotiatrust as liquidator, co-liquidator or agent on many estates.
Investment Management - PIC and PIA
Wealth Advisory Services
Devendra (Deven) Sharma is a Chartered Professional Accountant (CPA, CMA), Tax Specialist and Certified Financial Planner. He also hold Chartered Life Underwriter (CLU), and a Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA) designations. For over 17 years, Deven has been providing accounting, investment, insurance, and tax advice to clients in Greater Toronto Area and beyond. He specializes in Accounting, Business Consulting, Financial Planning, Investments, Risk Management, Tax Advice, Small Business Planning, Succession & Estate Planning, and Health Care Professionals Tax & Financial Planning.
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".
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.
“Your financial life caddie” cad·die /ˈkadē - in golf, the person who carries a players bag and gives insightful advice and moral support. A good caddie is aware of the challenges and obstacles of the course being played, along with the best strategy in playing it. We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. We’ll be here to help you with every step, every decision and every success.
“Your financial life caddie”
/ˈkadē - in golf, the person who carries a players bag and gives insightful advice and moral support. A good caddie is aware of the challenges and obstacles of the course being played, along with the best strategy in playing it.
We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. We’ll be here to help you with every step, every decision and every success.
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.
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
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.
I am a Certified Financial Planner Professional working at Good Redden Klosler Wealthmanagement a division of Good Redden Klosler LLP Accounting Firm.
We specialize in Financial Planning and the integration of Accounting, Advisory and Wealth Management Services.
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.
» (519) 747- 7727 ext. 202