Working Mom
Separation
&
Divorce
Middle Age Woman
WEALTH MANAGEMENT FOR WOMEN GOING THROUGH A SEPARATION

Navigating your path through separation and divorce is stressful and challenging.

With any significant life change there will be questions and insecurities, having some direction and knowledgeable guidance can help you to make the right decisions for you.

Making informed decisions starts with asking for help.

HOW WE CAN HELP
Helping You Achieve Financial Peace of
Mind
  • You will need to establish yourself individually

  • Unwind your finances - The extent to which your finances have been joint and the length of the relationship will very much dictate the work you need to do to unwind them.

  • Identify net worth and income inequities.

Multi-Generational Planning
  • Strategies to minimize estate taxes are easier to accomplish NOW, not after you pass.  The decisions you make over the next few years could be the difference between your estate being maximize or leaving CRA a big tip.

Asset Protection
  • Safeguarding assets from liabilities and marital events can be critical for affluent families and individuals. Inheritances can be lost or eroded due to a lack of planning and protections.

Healthy at any age
Sound familiar?