Thinking of Divorce?

 

Angela has successfully acquired the Certified Divorce Financial Analyst (CDFA) designation. This is a specialized certification to help clients navigate through the difficult financial decisions to be made in the divorce process.  Angela works alongside your mediator or divorce lawyer with solid advice and financial planning to ensure an equitable division of assets and a sustainable lifestyle post-divorce.  Through this emotional time, it is crucial to make the best financial decisions for the future. 
 

A CDFA is a financial professional – often also a Certified Financial Planner – who has specialized skills and experience that enables Angela to analyze the long-term financial impact of divorce. Financial professionals who have met specific education and experience requirements have been designated CDFAs by the Institute for Divorce Financial Analysts™ (IDFA™).

CDFAs receive special training in divorce-related financial issues such as tax and property division. After completing the IDFA training and passing the exams, a CDFA can take the offer on the table and project out 5, 10, 20 years to show you what you’ll have to live on if you sign the agreement. If the projections show that you’re going to run out of money after 18 months, you’ll need to renegotiate your agreement. That’s why it’s so important to meet with a CDFA before you sign your agreement. If this advice comes too late for you, meeting with a CDFA could still be worthwhile: Angela can look at your financial situation and show you how to improve it by making some spending/saving changes.

 

Book your appointment today by calling (905)-681-6031 or by email angela.galergrist@nbpcd.com

What our clients are saying

Angela has been my financial advisor for almost two years, long before she started actually managing my money as an advisor with Nesbitt Burns BMO private wealth. Angela met me through one of the lawyers I’d engaged during my divorce. Angela was a sounding board and fantastic confidant early on. Offering me expert financial advice and assuring me of confidentiality, while staying the course until my finances were settled, my house was sold and our investments were divided. For almost a year Angela stood by me without actually acting as my advisor. There was no doubt in my mind about choosing to stay with Angela and I have benefited tremendously from that decision. Angela is extremely professional and outstanding at her job. She revamped my investment strategy, handled delicate situations that arose with my divorce and put together a comprehensive financial plan for me. She has an excellent reputation and is very well connected in the community, making my estate planning and other necessary steps seamless. I cannot say enough about Angela’s character, integrity, empathy and professionalism. I am very fortunate to have found her and to have had her as an important part of my legal and financial team during this extremely complex and difficult time in my life. I have and will continue to recommend Angela to anyone needing her expertise.

- E.G | July 2023

“The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.”