Collaborative Financial Professionals

Collaborative Financial Professionals are neutral and retained by both spouses/partners. They help both spouses/partners understand relevant financial

information. Financial Professionals prepare property statements, identify go-forward lifestyle spending needs and financial opportunities and work with the team to create and attain a successful agreement. Some Collaborative Financial Professionals bring expertise in specific financial areas, such as property or business valuations, or mortgages.

Alison Anderson

Advanced Collaborative Professional

  Toronto

Bob Plenderleith

Collaborative Financial Professional

  Peel-Halton

Carol, B. Laidlaw

Collaborative Financial Professional

  Ottawa

Carrie Heinzl

Collaborative Financial Professional

  Durham/Simcoe

Dina Simone

Collaborative Financial Professional

  Hamilton/Halton/Peel/London/Grey Bruce

Doug Craig

Collaborative Financial Professional

  Durham Region, Toronto

Ian Lobo

Collaborative Financial Professional

  Peel-Halton, Hamilton/Halton

Jamie Jocsak

Collaborative Financial Professional

  Toronto

Jo-Anne Fiore

Collaborative Financial Professional

  Simcoe County, Peel-Halton

Joe Hilton

Collaborative Financial Professional

  Simcoe County, Kawartha

Joyce Owen

Collaborative Financial Professional

  Ottawa

Karin Kidikian

Collaborative Financial Professional

  Toronto

Laura Abrams

Collaborative Financial Professional

  Durham Region, Kawartha

Linda Cartier

Collaborative Financial Professional

  Sudbury

Louise Poole

Collaborative Financial Professional

  Waterloo Region, London & Middlesex

Mark Weiman

Collaborative Financial Professional

  Sudbury

Matthew Downey

Collaborative Financial Professional

  Toronto

Matthew Krofchick

Collaborative Financial Professional

  Grey/Bruce, Toronto

Melanie Russell

Collaborative Financial Professional

  Durham Region, Toronto

Mitchell Ornstein

Collaborative Financial Professional

  Toronto

Nyla Roopnarinesingh

Collaborative Financial Professional

  Hamilton/Halton

Patricia Greco

Collaborative Financial Professional

  Durham Region, Hamilton/Halton

Rob Smith

Collaborative Financial Professional

  Peel-Halton

Scott Kell

Collaborative Financial Professional

  Simcoe County

Steve Skrlac

Collaborative Financial Professional

  Peel-Halton

Susan Nardi

Collaborative Financial Professional

  Sudbury

Terri McDougall

Collaborative Financial Professional

  Kingston, Quinte, Grey/Bruce, Toronto

Tim Rickert

Collaborative Financial Professional

  Grey/Bruce, Waterloo Region

Trevor Hood

Collaborative Financial Professional

  Peel-Halton, Hamilton/Halton

Advanced Collaborative Professionals

The Advanced Collaborative Professional designation signifies a commitment to Collaborative Practice and an advanced level of practice and expertise. It requires additional training and a minimum number of successfully completed collaborative files, and ongoing continuing education requirements.

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Collaborative Family Professionals

Collaborative Family Professionals assist clients to move through the separation process by facilitating discussions on communication, relationships, emotions, wellbeing, co-parenting and children’s best interests. They work with parents to create a Parenting Plan appropriate for their family. Family Professionals are neutral and are retained by both spouses/partners.

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