Orillia, Ontario L3V 6P3
I am a Certified Financial Planner with offices in Orillia and Toronto with over thirty years of experience in the financial services industry.
I am actively involved in promoting interdisciplinary collaborative practice at a regional, provincial, national and international level and in developing the role of the financial professional within the collaborative process. I am currently Treasurer of the Board of Directors for the Ontario Collaborative Law Federation and past Director of Collaborative Practice Toronto. My work with my clients is always influenced by my personal philosophy which embraces the significance of transition, the importance of risk-taking, the value of dreams, and the willingness to envision possibilities in everyday life.
Professional ActivitiesFinancial Neutral in Collaborative Practice
Bachelor of Arts in Psychology from Connecticut College in New London, Connecticut 1973
2007 Ch.P. Strategic Wealth Capstone (Canadian Securities Institute
2006 Wealth Management Techniques (2 parts) (Canadian Securities Institute)
2002 Certified Divorce Specialist Course (College for Divorce Specialists)
1995 Canadian Financial Planner course (Canadian Institute of Financial Planning)
CommentsI am committed to making divorce a more equitable and humane process and to helping divorcing clients emerge from the process feeling more financially confident about their futures. I believe that the collaborative process helps to achieve these goals.
Introduction to Interdisciplinary Collaborative Practice (Level I);Collaborative Practice Skills (Level II);The Challenge of Neutrality;
The Role of the Financial Professional in Collaborative Practice
Introduction to Interdisciplinary Collaborative Practice (Level I);Collaborative Practice Skills (Level II; 'The Challenge of Neutrality'; 'The Role of the Financial Professional in Collaborative Practice'
IACP Webinar(2010):'Advocacy in Collaborative Practice'
IACP Forum (2010): 'The Reality of Teams - Maximizing the Opportunities and Managing the Challenges'
Introduction to Interdisciplinary Collaborative Practice (London, Ontario)November 2009 & January 2010, co-presented with Sheila Brown and Victoria Smith; Interdisciplinary Teams in Collaborative Practice (Halifax, NS) June 2009, co-presented with Victoria Smith and Linda Solomon; Interdisciplinary Skills Training (York Region)June 2008 & September 2009, co-presented with Sheila Brown and Victoria Smith; Interdisciplinary Skills Training Level II (York Region) February 2009, co-presented with Sheila Brown and Victoria Smith; Coaching and Train the Trainers OCLF March 2009, co-presented with Rick Shields; Interdisciplinary IACP Webinar 'Advocacy in Collaborative Practice' October 2010, presented and participated in development of webcast with Deborah Graham, Victoria Smith and Sheila Brown; Introduction to Interdisciplianary Collaborative Practice (PEI), February 2011, co-presented with Victoria Smith and Sheila Brown