Shewfelt Financial Limited

“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.

fi-nan-cial cad·die
fīˈnan(t)SHəl/ kadē - in life, the person who cares for a person's financial goals and gives insightful advice and moral support. A good financial caddie is aware of the challenges and obstacles of the life being lived, along with the best strategy for financially living 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.
 

Our process

Whether your goals are long-term (such as retirement) or more immediate (such as growing your business), we can help you build a financial strategy.

By focusing on your personal goals and financial objectives, our process enables us to customize a financial plan that's tailored to your unique needs.
 

Meet our team

Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to us through Freedom 55 Financial, we can help you make sense of your options.

Meet our team

Ask an advisor: Why work with an advisor?

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 


View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears with legal line: “Video produced by Canada Life. canadalife.com 1-204-946-1190”

Recent Posts

Financially preparing for the death of a spouse

Feb 22, 2024 - Canada Life

Women may experience unique challenges when it comes to their finances after losing a spouse....

Read more

How much does divorce cost in Canada?

Feb 15, 2024 - Canada Life

In Canada, average legal fees for divorce can run from $1,000 to $25,000, depending on your situation and your relationship with your spouse....

Read more

January 2024 market update

Feb 08, 2024 - Canada Life

For the month ended December 2023. Read our monthly update to find out what’s been moving markets....

Read more

Contact

Let's build you a financial plan!

Events

There are no events to show

There are no events to show