Bill Shewfelt, CFP®, CEA, B.Ed
Certified Financial Planner
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.
Personal Customer Assistant Manager
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.
Client Service Specialist
David A. Shewfelt
Elder Planning Counsellor
After 35 years with London Life, Dave “retired” as a financial advisor in 2008 and took on his new “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.