CFDS-AA: Tanya Sterling, Victoria, BC 

Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Tanya Sterling, Victoria, BC

Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Tanya Sterling, Victoria, BC
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Crypto Foreign Reporting

Crypto Foreign Reporting

While clients are likely aware that the sale of crypto needs to be declared for tax purposes, many may not realize that cryptocurrency (a blockchain-based digital asset) might also be considered foreign property, which may necessitate […]

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How advisors can support healthier divorces

How advisors can support healthier divorces

For years, family lawyers commonly suggest their clients work with a financial advisor during the legal process.
*this also reduces a lawyers liability from providing financial expertise without holding the required financial designations […]

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Recent Graduate – Jerusha Letal

Congratulations to Jerusha Letal, a recent Chartered Financial Divorce Specialist (CFDS) graduate. Jerusha is in Calgary, Alberta and completed her CFDS training

Mar 2022
Congratulations to Jerusha Letal, a recent Chartered Financial Divorce Specialist (CFDS) graduate. Jerusha is in Calgary, Alberta and completed her CFDS training […]

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