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Meet The Founder:
Sharon Moffat
Estate and legacy planning is about more than documents and financial decisions. It is about ensuring that your wishes are understood and that the people responsible for carrying them out have the clarity they need.
Sharon Moffat works with individuals and families to help organize the decisions, information, and instructions that support a well-prepared estate plan.
With decades of experience in financial and estate planning, Sharon brings both professional expertise and a deeply personal understanding of the challenges families face when navigating loss and responsibility.
Trusted guidance can help bring clarity and support as you work through these responsibilities.
Professional Experience
Sharon spent more than 20 years as a Financial Advisor, specializing in retirement and estate planning and helping individuals, families, and business owners prepare for life’s uncertainties.
Her work often involved guiding clients through important financial decisions and collaborating with lawyers, accountants, funeral professionals, and other advisors to ensure all aspects of estate planning were thoughtfully considered.
Today, Sharon brings this experience to her role as an estate and legacy planning advisor, helping clients organize the information and decisions that support their estate plans.
Professional credentials include:
- Certified Executor Advisor (CEA)
- Elder Planning Counselor (EPC)
- Personal Fiduciary
- Former Certified Financial Planner (CFP)
- Former Registered Retirement Consultant (RRC)
Why This Work Matters to Me
After the passing of both of my parents within months of each other, along with the loss of several other close family members in a short period of time, I experienced firsthand how overwhelming estate settlement and family responsibilities can be during a time of grief.
Managing personal loss while navigating the practical responsibilities of settling estates required me to develop a structured system to handle the many tasks and decisions involved.
This experience shaped my understanding of the emotional and logistical challenges families face during these transitions.
Today, I am committed to helping others prepare their estate plans in a way that brings clarity and organization for the people who will one day carry out their wishes.
Community Commitment
Sharon believes strongly in supporting organizations that strengthen families and local communities. She has served in leadership roles with the Rotary Club of Red Deer East, serves on the Board of the Red Deer Food Bank, and is an active member of 100 Women Who Care, Red Deer.
Her compassion, knowledge, and community involvement reflect her commitment to helping others navigate important life transitions.
Helping Families Prepare For What Matters Most
Estate and legacy planning is ultimately about ensuring that your wishes are understood and that the people you care about are supported when the time comes.
Through thoughtful guidance, structured planning, and practical preparation, Sharon helps individuals and families create clarity for the future.
As the need for legacy and executor planning continues to grow, more individuals are recognizing the importance of preparing families for these responsibilities. If you are interested in learning more about this evolving field of legacy and executor advisory services, Amethyst Estate Management welcomes the opportunity to connect.