Divorce your partner
not your money
It’s happening.
Work with us to get the settlement you deserve.
Divorce your partner not your money
It’s happening. Work with us to get the settlement you deserve.
Who we work with
Most of our clients come to us needing financial advice and assistance before, during or after their divorce.
Maybe you haven’t made the decision yet, but you want financial advice on how divorce will impact your future.
You may be starting, or part way through – but you want to know you are getting the best financial advice before you sign on the dotted line.
You are working with your former spouse to and your respective lawyers in a collaborative process and want to be sure you are getting in-the-moment financial advice throughout the entire process.
You have a business (or businesses) multiple real estate properties, executive compensations or other things that add complexity to your divorce and you need to be sure everything is properly evaluated and there will be no financial “surprises” after all is said and done.
You and your former spouse require sensitivity around your circumstance and you need specialized advice.
You have elected to pursue mediation and/or arbitration to work amicably with our spouse and avoid the costly court process. Great! We can work with just you or you and your spouse along with the mediation and arbitration experts so that you KNOW that what looks good on paper, looks good in practice.
You need in the moment answers for your clients financial questions, exhibits for your affidavits, and documentation to support your legal arguments… We do that.
Our Services
There are so many ways that we can help you secure your future.
- Become part of your divorce team, providing litigation support to you and your lawyer
- Complete the detailed financial work for clients, making the case preparation and settlements easier and more efficient
- Help clients and their lawyers understand how the financial decisions made today will impact their financial future
- Help clients determine their top priorities, which helps expedite settlement negotiations
- Is familiar with common tax issues that apply to divorce
- Offer knowledge and advice of the financial issues in divorce
- Determine if keeping the matrimonial home is the best path– and if not, what might be the best alternative
- Analyze pension and retirement plans and address issues
- Have pensions evaluated independently
- Have businesses evaluated independently
- Identify the lifestyle their clients want and can afford
- Help clients determine their future goals and provide retirement planning
- Evaluate clients' immediate financial needs and structure a settlement to support short-term and long-term objectives
- Review investments, RSP holdings, and stock certificates
- Discuss child support & spousal support
- Determine the projected costs of children’s education and how to plan for it
- Establish assumptions for projecting inflation, rates of return, and future tax liability
- Consider future cash flow needs and analyze the risks of spending savings and using investments prematurely
- Evaluate client’s insurance needs
- Develop an accurate budget and prospective post-divorce budget
What does a Chartered Financial Divorce Specialist do?
Did you know it takes an average of five years to recover financially from divorce? Every decision you make impacts your future. This is no different when it comes to your finances.
They say that time changes things,
but you actually have to change them yourself.
- Andy Warhol
Advice from a Chartered Financial Divorce Specialist
When it comes to money & divorce, we can help guide you through to the other side.
