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.

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

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 the team - Freedom 55 Financial

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.

Make saving simple

Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.

Take action

Are you ready to take the next step towards planning for your financial future? Contact us today if you'd like to meet and discuss your financial needs.

Book an appointment

Book an appointment with us today if you'd like to meet and discuss your financial needs.

Read the GLC invesment commentary

GLC Asset Management Group's Market Matters monthly investment commentary will help to keep you informed when making financial decisions.

Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.