Angela Galer-Grist

Portfolio Manager, CFP®

Tel: 905-681-6031
Toll Free: 1800-403-8147
Fax: 905-681-2953

Address

BMO Nesbitt Burns
429 Elizabeth Street
Burlington, ON
L7R 2L8
Map

Contact Me

Specialties



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