Resolving Family Disputes Respectfully

Jim Doyle, CFP, CDFA, TEP, CLU, CIWM

Contact Information

BUSINESS NAME:    Investors Group
ADDRESS: 770-666 Burrard St., Vancouver, BC V6C 2X8
PHONE: (604) 682-5431
FAX: (604) 681-3207
EMAIL: Jim.doyle@investorsgroup.com
WEBSITE: www.jimdoyle.ca

Areas of Practice

Financial Specialist

Introduction

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.                             

                                                                                                                                                                        
Divorce
Wealth Management
Retirement Planning

Legacy & Succession Planning
Tax & Estate Planning
Estate Conversion & Transfer

Business Succession Planning
Business Family Planning
Business Exit Planning