About
When you were named executor, nobody told you how hard it would be.
You are managing paperwork, deadlines, financial institutions, and beneficiary expectations — all while grieving. That is exactly why New Dawn Financial exists.
My name is Shannon Williams
I am the founder of New Dawn Financial Inc. and an estate administration specialist with over 20 years of experience helping Ontario families navigate some of the most difficult moments of their lives.
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Early in my career, I witnessed firsthand how overwhelming the executor role could be for families who had no idea what they had taken on — the paperwork, the liability, the family tension. That experience shaped everything about how I built this practice.
New Dawn Financial is built around one belief: that executors deserve a real person in their corner. Not a call centre. Not a rotating team. A dedicated professional who knows their file, understands their family, and is personally accountable from the first meeting to the final distribution.
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We meet in person across the Golden Horseshoe and serve executors virtually throughout Ontario.
The Reality Of Being An Executor
You are not alone in feeling overwhelmed.
These are not just statistics. They represent real families, real executors, and real situations we work through every day. If you are feeling overwhelmed, you are in the right place.
What makes New Dawn different
A personal appointment — not a call centre.
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Large trust companies assign your file to a team. When you call, you may speak to a different person every time. At New Dawn Financial, you work directly with Shannon throughout the entire process. That means continuity, accountability, and someone who genuinely knows the details of your estate.
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We handle the administrative heavy lifting — the paperwork, the institution communications, the tax filings, the deadline tracking — so you can focus on your family. And because executor and trustee appointments are personal appointments of Shannon Williams, you always know exactly who is responsible.
Credentials — What They Mean For You
Specialized training for exactly this situation.
Each of the following designations represents advanced, specific training in the work of estate administration, executor support, financial planning, and tax services.
TEP
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Trust and Estate Practitioner
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Awarded by the Society of Trust and Estate Practitioners — the gold standard designation in estate and trust work globally.
CEA
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Certified Executor Advisor
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Specifically designed for professionals supporting executors. Covers estate administration from asset inventory through to final distribution
MTI
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Estate and Trust Professional
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Advanced training in trust and estate administration, representing an ongoing commitment to professional standards in this field.
DMA™ - Personal Tax Services Specialist
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Advanced expertise in personal tax planning and compliance, including the preparation of T1 terminal returns and T3 estate and trust returns for estate settlement.
CFP®
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Certified Financial Planner
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A globally recognized credential in financial planning, with deep expertise in tax-efficient wealth transfer and estate planning strategies.
MFA-P™
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Master Financial Advisor, Philanthropy
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Specialized training in strategic charitable giving, ensuring that philanthropic goals are integrated into the estate plan in a tax-efficient and meaningful way.
Estate administration is technical work, but it is also deeply human. Every file represents a life well lived, a family that loved each other, and a legacy that deserves to be protected. I take that seriously every single day. If you have been named an executor and you are not sure where to start, please reach out. There is no pressure and no obligation, just a conversation with someone who genuinely wants to help you get through this with confidence and peace of mind.
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Shannon Williams, TEP, CEA, CFP, MTI, DMA, MFA-P
Founder, New Dawn Financial Inc.