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About
At Amethyst Estate Management, our mission is to provide comprehensive, compassionate, and customized estate planning services to individuals and families. We are dedicated to protecting your legacy, ensuring peace of mind, and securing the future for your loved ones.
Through expert advice, personalized solutions, and a commitment to excellence, we strive to build lasting relationships based on trust and integrity, guiding you through life’s most important decisions with care and confidence.
Meet the Founder: Sharon Moffat
My Passion
With 20 years of experience as a Financial Advisor, Sharon Moffat has held the Certified Financial Planner Designation (CFP), Registered Retirement Consultant (RRC) and Elder Planning Counsellor (EPC) designations. She now includes the Certified Executor Advisor (CEA) in her qualifications.
“I have spent my career specializing in Retirement and Estate Planning, working with a diverse clientele that includes young families, business owners and retirees. I have always been proud of the work that we have done in preparing people for the unimaginable, the ‘what if’s’ that life can bring. Having a sound Estate Plan is essential in providing protection for your legacy.”
Sharon has provided guidance to countless families, in not only the estate settlement process, but also in the preparation of the Estate Plan. She has gained extensive experience in collaborating with Lawyers, Accountants, Funeral Directors, and other Financial Professionals, ensuring all aspects of estate management are handled efficiently.
Sharon is a dedicated community member who enjoys volunteering, has served as Rotary Club of Red Deer East Co-President and Board Member, sits on the Board of Directors of the Red Deer Food Bank and is a committed member of the 100 Women Who Care, Red Deer Chapter. Her innate desire to help others, combined with her compassion and extensive knowledge, makes her an invaluable resource for her clients.
How I got here
After the passing of my parents, who died within months of each other, as well as six other close family members in a short period of time, I took an early retirement from my Financial Planning Practice. Managing the personal grief and the estate settlement process simultaneously was overwhelming and I had to develop a structured system to navigate the challenges effectively. This experience shaped my understanding of the emotional and logistical complexities involved in estate settlement.
Drawing from my own personal journey, I am passionate about using my knowledge and experience to support others in similar circumstances. Whether serving as a Professional Executor for those without a suitable candidate or helping to create a personalized guide for your Executor, my aim is to provide Amethyst clients with clarity, organization, and a structured approach to preparing their Legacy Plan. With an Amethyst Legacy Plan, you can have peace of mind, knowing your affairs will be managed according to your wishes.