Your family stays together — no fighting over your legacy
Everything settled quickly — months, not years
Maximum wealth preserved — minimum taxes and fees
Settling an estate shouldn’t keep you up at night.
You have spent decades building your wealth and reputation. But you worry that without the right plan, one mistake could cost your family everything.
We understand the difficult choice many face: asking family to take on the burden of an estate can feel unfair, while leaving it entirely to a faceless institution feels impersonal.
Your family deserves better than confusion, conflict, and costly mistakes. You don’t have to choose between clarity and care—you can have both.
Only 15% of Canadians have an estate plan in place.”
[Ipsos poll for RBC Insurance, Jan 2025]
Clear, Practical Estate Plans. Hands-On Support.
Estate Planning
We design crystal-clear plans that maximize wealth and minimize taxes. By addressing potential issues before they create stress, we ensure your legacy is delivered exactly as intended.
The Benefit: No confusion, no fighting, and maximum wealth preserved.
Executor Services
This is where New Dawn Financial is different. New Dawn Financial acts as your professional consultant and administrative support team throughout the estate administration. Where you want a neutral professional to step in as executor directly, Shannon Williams accepts personal appointments as Executor or Trustee, independent of NDF's consulting services.
The Benefit: You get the systems of a firm, but the personal accountability of a dedicated professional (CFP, TEP, CEA, MTI, DMA, MFA-P) who sits at the table with your family.
No Family Burden
Avoid Family Conflict
Your Legacy, Delivered Exactly as Intended
Why Choose Us?
Professional Planning by New Dawn.
Personal Accountability by Shannon Williams.
With over 20 years of experience, we combine expert planning with personal care. Unlike large institutions where your file is managed by a rotating cast of employees, appointing Shannon means you know exactly who is responsible.
Our credentials reflect the expertise guiding your plan:
CFP®: Certified Financial Planner
TEP: Trust and Estate Practitioner
CEA: Certified Executor Advisor
MTI: Estate and Trust Professional
DMA: Personal Tax Services Specialist
MFA-P: Master Financial Advisor, Philanthropy
We translate complex legal jargon into plain language so you always understand what is happening.
How it works
Your Path to Peace of Mind.
STEP 1:
We Listen First
We start with a conversation about your family, your assets, and your goals. We ask the questions most people have never considered: Who is the right executor for your estate? Are your beneficiary designations aligned with your Will? Are there family dynamics that could create conflict? You leave with clarity on where your estate plan stands and what needs to be addressed.
STEP 2:
We Build Your Plan Together
We organize your information, identify gaps, and coordinate with your estate lawyer and accountant to ensure your plan is legally sound, tax-efficient, and executable. We prepare a clear summary of your wishes and the structure of your estate so your lawyer can draft your documents efficiently. Our role is to bridge the gap between your financial reality and your legal documents.
STEP 3:
Your Plan, Your Choice
Once your documents are in place, we ensure you understand exactly what you have signed and what it means for your family. We confirm your executor knows where to find everything and what to do when the time comes. And we stay available for reviews as your life changes, because a good estate plan is a living document, not a one-time event.