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 Region

Christina Coultice

Collaborative Financial Professional

  Toronto

Dan Elliott

Collaborative Financial Professional

  York Region

Daren Givoque

Collaborative Financial Professional

  Ottawa

Doug Craig

Collaborative Financial Professional

  Durham Region, Toronto

Doug Lamb

Collaborative Financial Professional

  Kawartha

Gail Belchior

Collaborative Financial Professional

  Niagara

Heidi Surkis-Eisen

Collaborative Financial Professional

  Toronto

Ian Lobo

Collaborative Financial Professional

  Peel-Halton, Hamilton/Halton

Jamie Jocsak

Collaborative Financial Professional

  Toronto

Jason Kwaitkowski

Collaborative Financial Professional

  York & Durham Regions

Jo-Anne Fiore

Collaborative Financial Professional

  Simcoe County, Peel-Halton

Joe Hilton

Collaborative Financial Professional

  Simcoe County

Joyce Owen

Collaborative Financial Professional

  Ottawa

Karin Kidikian

Collaborative Financial Professional

  Toronto

Karl Ossenkopp

Collaborative Financial Professional

  London & Middlesex

Laura Abrams

Collaborative Financial Professional

  Durham Region, Kawartha

Linda Cartier

Collaborative Financial Professional

  Sudbury

Louise Poole

Collaborative Financial Professional

  Waterloo Region, London & Middlesex

Mark Noxon

Collaborative Financial Professional

  Kawartha, Durham Region

Mark Weiman

Collaborative Financial Professional

  Sudbury

Matthew Arthur

Collaborative Financial Professional

  Ottawa

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

Monique Madan

Collaborative Financial Professional

  York Region

Nyla Roopnarinesingh

Collaborative Financial Professional

  Hamilton/Halton

Patricia Greco

Collaborative Financial Professional

  Durham Region, Hamilton/Halton

Ralston Evans

Collaborative Financial Professional

  Hamilton/Halton

Rob Hehl

Collaborative Financial Professional

  Waterloo Region

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

Tim Waller

Collaborative Financial Professional

  Ottawa

Trevor Hood

Collaborative Financial Professional

  Peel-Halton, Hamilton/Halton

Vivian Alterman

Collaborative Financial Professional

  Toronto

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.

Explore


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.

Explore


Slide 1 of 2

Skip to toolbar