|BUSINESS NAME:||Investors Group|
|ADDRESS:||770-666 Burrard St., Vancouver, BC V6C 2X8|
During times of emotional and financial turmoil, people often feel uncertain and unsure. That's natural. Working with a CDFA (Certified Divorce Financial Analyst) allows for an exploration of the financial options and issues surrounding divorce in an environment where tough topics can be addressed, comfortably.
For the past 25 years, I've been committed to helping financially- comfortable families envision and realize their financial goals through focusing on a discovery-based delivery. This means that we make sure you understand the process being undertaken and the outcome we'll help you achieve.
How do we accomplish this? Our team offers a full exploration of each client's unique understandings and desires prior to offering solutions. When it comes to creating an outcome you'll find value in, we take the time to ask the right questions and listen to the stories being told.
Our approach is one in which we coordinate the client's team of advisors - their lawyers, accountants & trusted team of experts - to create collaborative success. We place a strong emphasis on strengthening family dynamics and we encourage you to achieve your own “Aha!” moments.
Success can be as simple as choosing your advisors well.
Areas of Focus:
► Certified Divorce Financial Analyst (CDFA)
May 2004 – Present: Helping divorcing couples, or separating individuals (whether as individuals, as a financial neutral, or in litigation support) explore the financial consequences of divorce.
✓ Wealth Management
✓ Retirement Planning
✓ Legacy & Succession Planning
✓ Tax & Estate Planning
✓ Estate Conversion & Transfer
✓ Business Succession Planning
✓ Business Family Planning
✓ Business Exit Planning