- Specialized Expertise in Divorce Financials
Since 2020, I have guided individuals and couples through the financial and tax complexities of separation and divorce. While my primary focus is within the Collaborative Practice framework, I also assist clients working outside this setting alongside their teams. - Comprehensive Financial Analysis
I provide expert analysis on key financial aspects, including:- Present and future tax liabilities
- Pension and asset valuations
- Spousal and child support calculations
- Division of assets and more
My goal is to ensure clients and their legal advisors have a clear understanding of these components when considering settlement options.
- Extensive Financial Leadership Experience
With over 27 years in public finance—including 16 years as Chief Financial Officer—I’ve honed skills in:- Listening and analysis
- Generating and presenting options
- Communicating complex financial matters in accessible terms
I help clients make informed, confident decisions.
- Adaptability and Diplomacy
My public service background has equipped me to navigate challenging situations with professionalism, poise, and thorough research to provide accurate, balanced information. - Chartered Financial Divorce Specialist (CFDS)
Through CFDS training, tailored to Canadian legal and tax environments, I offer:- Specialized analytics and scenario forecasting
- Case studies, reports, and solutions for diverse situations
- Access to a network of professionals for unique cases
- Collaborative Family Law Expertise
I have completed Collaborative Family Law Process Training (Levels I & II), emphasizing:- A low-conflict, client-driven approach
- Goal-oriented settlements where clients retain decision-making authority
- Proficiency in Family Law Financials
I am experienced in completing family law financial forms, calculating support ranges, and summarizing financial details for fair, unbiased settlement options. - Professional Credentials
As a Chartered Accountant (CA), Chartered Professional Accountant (CPA), and CFDS, I bring the skills to streamline financial processes, reduce conflict, and foster trust. My work prioritizes neutrality, fairness, and the needs of children, when applicable. - Client-Centered Guidance
In Collaborative Practice, you make the decisions. I address differences in financial knowledge by thoroughly explaining all aspects, answering questions, and ensuring both parties feel informed and supported throughout the process.
Disclaimer: I am not a lawyer and cannot provide you with legal advice. I am not a family or emotional coach and cannot assist you in those matters. While I am a CPA, I do not offer the traditional Public Accounting services of a CPA and will not prepare your tax returns. Additionally, I do not sell any financial, investment, insurance, or similar products, nor am I affiliated with or compensated by any such companies. I am strictly a fee-for-service independent financial professional working with separating and divorcing couples, working to bring fair and workable settlement and conclusion to their proceedings.