CFDS-AA: Bettina Plendl, Nanaimo, BC

CFDS-AA Bettina Plendl Nanaimo BC

Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Bettina Plendl, Nanaimo, BC […]

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There’s a silver lining for “silver splitters”: Amicability

There’s a silver lining for “silver splitters”: Amicability

With the court system backlogged due to Covid-19, older clients may want to split up on good terms. Divorcing clients who aren’t seeing eye to eye may want to consider a more amicable option — especially if they don’t have many years left to live […]

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CFDS-AA: Lisa Sukul, BC

CFDS-AA Lisa Sukul BC

Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Lisa Sukul, Vancouver, BC […]

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Examples of content creation by CFDS-AA member Eva Sachs

AFDS has awarded Eva Sachs the Chartered Financial Divorce Specialist - Advanced Accreditation designation CFDS-AA

In our May and June newsletters AFDS mentioned creating content to help Build your Business. Here are two examples by member Eva Sachs, first on linkedin, and a second on facebook […]

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Legal and Financial Planning for People with Dementia

Legal and Financial Planning for People with Dementia Image credit Ocean/Corbis

“Many people are unprepared to deal with the legal and financial consequences of a serious illness such as Alzheimer’s disease or a related dementia. Legal and medical experts encourage […]

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5-Star Leading Women in Wealth by Wealth Professional

Wealth Professional 5 Star Leading Women in Wealth Kathy McMillan 2021

In 2021, Calgary Chartered Financial Divorce Specialist Kathy McMillan with Richardson Wealth Ltd. was recognized as one of the 5-Star Leading Women in Wealth by Wealth Professional […]

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CFDS letter for Amending the Income Tax Act

AFDS Amend Income Tax letter Chartered Financial Divorce Specialists

After our March 7 post regarding Amending the Income Tax Act, for those of you who support fair treatment of separated families, we’ve attached a Chartered Financial Divorce Specialist specific letter you can sign yourself and send in, or write your own […]

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Recent Graduate: Jean-Francois Droz

Congratulations to Jean-Francois Droz, a recent Chartered Financial Divorce Specialist (CFDS) graduate

Congratulations to Jean-Francois Droz, a recent Chartered Financial Divorce Specialist (CFDS) graduate, who also holds CIM and LLQP designations from the Canadian Securities Institute […]

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