How we can help
Every divorce is different, but they all involve money and financial uncertainty. Book a consultation with a licensed Chartered Financial Divorce Specialist™ to get the answers you need.
Your situation is unique & we can help
Every client we work with has their own unique situation. The services we offer will give you the confidence you need to make the best financial decisions.
Our Services
There are so many ways that we can help you make financial decisions
- Become part of your divorce team, providing litigation support to you and your lawyer
- Complete the detailed financial work for clients, making case preparation and settlements easier
- 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 in settlement negotiations
- Is familiar with tax issues that apply to divorce
- Offer background knowledge of the legal issues in divorce
- Determine if keeping the matrimonial home is the best path– and if not, what might be an affordable alternative
- Analyze pension and retirement plan 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
- Review investments, RSP holdings, and stock certificates
- Discuss child support & spousal support
- Determine the costs of children’s education
- 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 a budget
