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Financial Professionals |
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| Financial professionals can be retained to assist with the collection of relevant financial information and to explore settlement options. Fear and inexperience can be overwhelming when dealing with issues surrounding finances. With enough information to enhance understanding and improve one’s ability to review the implications of various options, tension can be alleviated, leading to a positive and more efficient negotiation. Financial professionals include: accountants, chartered business valuators, financial divorce specialists, and certified divorce financial analysts. |
| A B C D E F G H I J K L M N O P Q R S T U V W X Y Z |
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Bronwen Bruch, BMath, CMA, FDS
The Tax Management Centre
14-2530 Sixth Line
Oakville, ON, L6H 6W5
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Profession: Certified Management Accountant, Financial Divorce Specialist, Family Mediator
Tel: 905-257-6528
Fax: 905-257-4221
bbruch@taxmanagementcentre.com
www.taxmanagementcentre.com |
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Bronwen is a Certified Management Accountant and Financial Divorce Specialist. In addition, she holds a Certificate in Family Mediation.
Her 25 year career as a professional accountant started in large corporations like IBM Canada Ltd and TransCanada Pipelines Ltd. This was followed by running her own business, "Number Crunchers", where she provided accounting and personal tax services. For the last decade she has been employed at a small CA firm providing services to personal tax and small business clients, as well as working on small audits.
Bronwen comes to the divorce arena with a much needed conciliatory style to resolving conflicts. Her knowledge of taxation, financial planning, mediation, and collaborative procedures provides clients with a thorough evaluation of the financial ramifications of divorce settlement options.
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Trevor Hood
SB Partners LLP
301-3600 Billings Court
Burlington, ON, L7N 3N6 |
Profession: Chartered Business Valuator
Tel: 905-633-6353 or 866-823-9990
Fax: 905-632-9068
THood@sbpartners.ca
www.sbpartners.ca |
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| Trevor is a partner at SB Partners LLP and oversees both the valuations and corporate finance practice areas. He has undertaken Level I Collaborative Family Law training and has presented a number of succession planning, family law and other business valuation seminars to business owners and lawyers on behalf of law firms and financial institutions. His valuation experience extends across a wide variety of industries and types of businesses. |
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Kathryn Jankowski, B.A., CFP, FDS, FMA, FCSI
T.E. Wealth
710-26 Wellington Street East
Toronto, Ontario, M5E 1S2 or
136 Princess Margaret Blvd.
Etobicoke, Ontario M9B 2Z5 |
Profession: Financial Planner, Financial Divorce Specialist
Tel: 416-640-8591
Fax: 416-368-9801
kjankowski@tewealth.com
www.tewealth.com |
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Kathryn Jankowski's financial planning practice is all about delivering peace of mind. Her passion for helping clients resolve financial issues with a clear plan for their future is evident in everything Kathryn does. Clients appreciate her knack for demystifying the complexities of wealth management and her ability to set them on the right path. As an accredited Financial Divorce Specialist, Kathryn is uniquely equipped to help people plan financially through separation, divorce and remarriage, each of which bring their own complexities to an individual's and a family's finances. She describes herself as being consistently persistent when it comes to her clients' financial well-being, being there when they need her advice and always making sure they are on sound financial footing. |
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Eunice M. Luis, MBA, FCSI, CDFA, CSWP, FMA, CFP, CPCA
Portlington Financial Group
36 Mississauga Rd. N.
Mississauga, Ontario L5H 2H6 |
Profession: Certified Financial Planner, Certified Divorce Financial Analyst, Certified Professional Consultant on Aging
Tel: 905-274-7820
Fax: 905-274-8871
Eunice@portlingtonfinancial.com
www.portlingtonfinancial.com |
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Eunice Luis, an MBA graduate from Wilfrid Laurier University, is a Certified Financial Planner, Certified Divorce Financial Analyst, and a Certified Professional Consultant on Aging. She is also a Licensed Insurance Agent. With extensive background and experience in taxation, financial planning and estate planning, Eunice offers a thorough evaluation of the tax implications and financial ramifications of divorce settlement options. She holds the FCSI accreditation as well as the CSWP (to work with high networth individuals) accreditation from the Canadian Securities Institute. These accreditations are ranked as the highest standing certifications in the Financial industry.
As the owner and principal of Portlington Financial Group, Eunice is committed to assisting her clients to achieve their financial goals. Her offices are located in the heart of Port Credit, Mississauga. She is also Vice-chair of the Paint the Town Red, Port Credit Canada Day Committee. |
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June Oliver, CGA, CFP, EPC, FDS, CDFA
The Tax Management Centre
14-2530 Sixth Line
Oakville, ON, L6H 6W5 |
Profession: Certified General Accountant, Financial Planner, Financial Divorce Specialist
Tel: 905-257-6528
Fax: 905-257-4221
joliver@taxmanagementcentre.com
www.taxmanagementcentre.com
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June Oliver is a Certified General Accountant, Certified Financial Planner, Financial Divorce Specialist, and has a certificate in Family Mediation from McMaster University. In addition, she is a member of The Academy of Financial Specialists, and the Institute of Divorce Financial Analysts. With an extensive background and experience in taxation, financial planning, divorce mediation, and collaborative procedures, June is able to provide a thorough evaluation of the tax implications and financial ramifications of divorce settlement options. Her ultimate goal is for her clients to achieve an equitable long-term financial future. June is owner and principal of The Tax Management Centre with offices located in Oakville, and Mississauga. |
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Eva Sachs , CFP® CDFA™
Eva Sachs Divorce Financial Services
200-79 Shuter Street
Toronto, ON, M5B 1B3 |
Profession: Certified Divorce Financial Analyst, Certified Financial Planner
Tel: 647-349-5454
Fax: 416-915-7055
eva@evasachs.com
www.evasachs.com
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Will we be OK financially after divorce? People need financial expertise to understand how division of assets and cash flow will affect their future. Eva's analysis determines how the combination of income, property division and spousal and child support can come together with post divorce budgets to show how couples can reach their financial goals after divorce. Her divorce financial services include assistance in completing financial forms, analyzing lifestyle and budgets and net worth, creating financial short and long term projections based on divorce settlement options. She ideally wants people to understand what they have signed. Eva uses a proactive approach as the financial neutral in collaborative cases. |
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