Freedom 55 Financial

At Shewfelt Financial Limited, we believe that financial freedom should leave room for you to live. Our team of experienced financial advisors is dedicated to providing expert advice that works for you now and in the future. We understand that every individual has unique financial goals and objectives, and we're committed to helping you build a customized financial strategy that aligns with your values and priorities.

Our Approach

Our process begins with a comprehensive analysis of your personal goals and financial objectives. We then use our expertise and in-depth market research to develop a tailored financial plan that addresses your specific needs. Our team of highly-qualified tax and product specialists, available to us through Freedom 55 Financial, provides ongoing support to ensure that your financial plan stays on track.

Our Services

We offer a wide range of financial services, including financial planning, insurance, savings, investments, and retirement planning. Whether you're a business owner or an individual, we can help you build a financial strategy that works for you. Our services include:

• Financial planning: We'll help you develop a comprehensive financial plan that addresses your short-term and long-term goals.
• Insurance: We offer a range of insurance products, including life insurance, disability insurance, and critical illness insurance.
• Savings: We can help you develop a savings strategy that works for you, including registered retirement savings plans (RRSPs) and tax-free savings accounts (TFSAs).
• Investments: We offer a range of investment products, including mutual funds, exchange-traded funds (ETFs), and guaranteed investment certificates (GICs).
• Retirement planning: We can help you plan for a secure and comfortable retirement, including registered retirement income funds (RRIFs) and annuities.

Our Team

Our team of experienced financial advisors is dedicated to providing expert advice and guidance. We take the time to understand your unique financial situation and goals, and we work with you to develop a customized financial plan that meets your needs. Meet our team and learn more about how we can help you achieve financial freedom.