Financial Planners in Montreal

Planning your financial future and long-term planning are important in ensuring your peace of mind.  You may have already consulted with a financial planner at previous stages in your life.  You may have met with an advisor already for a few sessions to determine if student loans were the right choice for you, or to make sure you secured the best mortgage possible.  Taking the time to carefully and calmly consider your financial options can give you a surer handle on the long and short term, as well as give you greater agency over any obstacles that may come at you along the way.

Marriage normally causes us to pause and evaluate our financial future.  While the new beginnings of any marriage are fresh with romance and optimism, merging two lives is very much an economic decision as well.  Mortgages, paycheques, pension plans—these are all considerations that you share completely between you and your spouse.  That is why when it comes time to deal with and prepare for divorce or separation, finances are often one of your major concerns.  We understand that this can be a time of upheaval, and Divorce Angels is here to take the pressure and guess work out of finding the right financial planner.  Divorce Angels’ complete list of vetted professionals contains the right financial planner for you in the Montreal area.

How a Divorce Financial Consultant Can Help

While your lawyer can assist you with legal matters pertaining to your divorce, a financial consultant is well equipped to handle the financial planning aspects.  Having a diverse and specially trained team on your side always helps, and we understand your need for your support network.  Here are some ways in which a divorce financial consultant can help you make the best choices in your specific case and ease some of your concerns going forward:

  • Decisions about your home: Whether you are legally entitled to retaining a residence may not be the biggest issue. A financial consultant can help you decide if staying or selling is the best financial decision for your future.
  • Custody and child support arrangements: While your legal team is the most qualified to outline the custody agreement before a judge, choosing whether long-term payments or a lump sum is preferable in your specific economic case is a question that might be better answered by a financial planner.
  • Retirement and pensions: Pension plans and other savings can be marital property, but having them properly evaluated, including net-tax earnings, can influence the settlement proceedings. This is another way a divorce financial consultant can help you.


Finding a Financial Planner in Montreal

Montreal is this country’s cultural capital; diverse in terms of business, art and language, navigating it can be the most rewarding challenge.  That is why Divorce Angels hosts a constantly updated and curated list of financial planners and consultants throughout the Greater Montreal region.  In Westmount, Outremont, NDG or the Plateau, we want to help and support you as much as possible through this time of change.  We know well-researched financial planning is one pillar of the diverse approach.  If you are interested in financial planning, or would like to check out our forums to get further advice and support throughout your process, please visit the Divorce Angels today.