About us
Since 1918, our family has owned and been located in our building on the northwest corner of Queen and Lambton Streets in downtown Kincardine and has served the area in the retail market by owning and operating a grocery store, an appliance store, a restaurant (Tea n’ That), and a bedding store. In 1983, Dave joined London Life and opened a "storefront" office in the west end of the building. In 2005, Bill joined the office, and we incorporated the business as Shewfelt Financial. For over 40 years, Shewfelt Financial has offered local financial security advice and wealth management strategies to our clients as though they were part of our family.
Our team
Investment Representative
Office: | (519) 396-3874 |
Fax: | (519) 396-3874 |
After completing my BA at Wilfrid Laurier University in Waterloo, my Bachelor of Education degree at Brock University and several comprehensive training programs related to the financial services business, I joined Freedom 55 Financial.
As a financial security advisor, I’m dedicated to educating the general public and providing complete financial security planning packages to our clients, in order to help them realize their long-term financial goals based on their personal situations. We offer a full range of financial security planning products including life insurance, critical illness insurance, disability insurance, retirement products and mortgages. My clients have found a great deal of value in going through a complete planning process to identify the issues and needs around their financial security.
I look forward to having the opportunity to help our clients realize their financial goals, to build relationships with my clients and to actively participate in the betterment of our community.
Office: | (519) 396-3874 |
Fax: | (519) 396-3874 |
After 35 years with London Life, Dave retired as a financial advisor in 2018 and took on a consulting role with Shewfelt Financial. Dave continues to chat daily with clients. Whether it’s familiar faces that he’s helped for his entire career or brand new clients that we are welcoming to our office for the first time, Dave’s personality and years of financial and life experience are a true asset to Shewfelt Financial
Office Manager
Office: | (519) 396-3874 |
Fax: | (519) 396-3874 |
Brenda is a graduate of Westervelt Business College. She worked in the banking industry for 10 years before joining my office in 1992 as an administrative assistant. Over the years her role has expanded and she is now our personal customer assistant manager and office manager.
Brenda believes in providing professional client service as well as a friendly environment for all of our clients.
Office: | (519) 396-3874 |
Fax: | (519) 396-3874 |
Supported by a team of experts
When specialized expertise is required, We have access to a team of professionals associated with Freedom 55 Financial. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.