Contact

Please contact us to meet and discuss your financial goals and needs.

Bill Shewfelt, CFP®, CEA, B.ED
CERTIFIED FINANCIAL PLANNER®
Investment Representative
David A. Shewfelt, EPC
Elder Planning Counsellor
Brenda Shewfelt
Personal Customer Assistant Manager
Office Manager
Randi Charette
Client Service Specialist

Client Service Centre: 1-888-252-1847

Office location

Box 89 287 Lambton Street
Kincardine, ON
N2Z 2Y1