Team Member List - Financial Planners
The financial advisor or specialist is a neutral third party who helps to sort out the family finances. They are available to help you with handling immediate financial concerns as well as with long-range financial planning. The financial specialist serve many important functions which include the gathering of all information pertaining to family finances, preparation of budgets and money management.
Financial advisors are fully trained in family mediation and collaborative divorce and work in connection with the other collaborative divorce professionals. They provide yet another way to enter the collaborative divorce process.
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| Financial Advisors | Address | Telephone | |
|
Daum, Patti BComm, CA, CBV Bio |
Suite 1600 333 Seymour St Vancouver, BC V6B 0A4 |
604.443.2188 | pdaum@GrantThornton.ca |
| Doyle, Jim CFP, CDFA, TEP, CLU Bio |
770 - 666 Burrard St. Vancouver, BC V6C 2X8 |
604.682.5431 | Jim.doyle@investorsgroup.com |
|
Gardner Brown, Doreen, BHEc CFP AFC Bio |
903 - 2050 Nelson St Vancouver, BC V6G 1N6 |
604.608.0816 | doreen@gardnerbrown.ca |
|
LaLonde, Patricia, CFP Bio |
PH 1 – 1844 Barclay St Vancouver, BC V6G 1K9 |
604.605.3149 | pat@patricialalonde.com |
McFarlane, Margaret, LLB, CA*IFA, CBV Bio |
600 - 925 W Georgia St Vancouver, BC V6C 3L2 |
604.443.4726 | mmcfarlane@bdo.ca |
|
Theemes, Tracy, MA, CFP, FMA, FCSI, FDS Bio |
3762 West 10th Ave. Vancouver, BC V6R 2G4 |
604.569.2891 | tracy.theemes@raymondjames.ca |