We believe in transparent simplicity.

Estate Planning: We typically work on a fixed-fee basis, so you know exactly what the investment is before we start.

Executor & Trustee Services: These fees are generally paid from the estate or trust assets, not out of your pocket today.

• Executor fees cover the one-time administration of the estate.

• Trustee fees apply if ongoing management is required (e.g., for a trust created for a minor child or disabled beneficiary).

• All fees are consistent with industry standards and provincial guidelines. We provide a clear fee schedule during our consultation so there are no surprises.

No. You need to care about where your money goes and who it helps. We work with individuals and families who want to ensure their assets—whether modest or substantial—are passed on efficiently and without conflict.

It starts with a simple conversation. Click the button below to book your Free Consultation. We’ll discuss your concerns, answer your questions, and outline a step-by-step path to peace of mind.

Yes. A Will is a legal document that says "who gets what." An Estate Plan is a roadmap that ensures there is actually something left to give. Our planning covers tax efficiency, probate savings, and family dynamics to ensure your Will works exactly as you intended, without unexpected costs eating up your legacy.

Absolutely. This is our specialty. Standard wills often fail in complex situations. We design customized roadmaps that address friction points—like balancing the needs of a new spouse with children from a previous marriage, or structuring trusts for vulnerable beneficiaries—before they become conflicts.

We will help you decide during our planning process. Generally, trusts are useful if you want to protect an inheritance for a minor child, support a family member with a disability, or save on probate fees. We explain these options in plain language so you can make a decision you feel confident about.

No. You appoint Shannon Williams personally, not the corporation. New Dawn Financial provides the planning and administrative systems, but for legal and liability reasons, Shannon accepts the personal appointment.

Why this matters: You get the continuity of a dedicated professional (CFP®, TEP, CEA) who handles the fiduciary duties, asset management, and paperwork personally. Your family will never be handed off to a back-office call center.

Many clients choose a professional to protect family harmony. Being an executor is a part-time job that requires hundreds of hours of paperwork, legal risk, and complex tax decisions. By appointing Shannon, you ensure the work is done correctly and efficiently, allowing your children to grieve and support each other rather than fighting over administrative details.

No. We work with your lawyer. Your lawyer drafts the legal documents (like the Will and Probate application). Shannon handles the practical administration—gathering assets, dealing with banks, filing tax returns, and managing the day-to-day details of the estate. This collaboration ensures you have legal protection and practical support.