Wendy is a Registered Family Mediator (RFM), a Collaborative Professional, a Certified Financial Planner (CFP), and a Chartered Financial Divorce Specialist (CDFS). She is a veteran in the financial planning and money business, has the training, experience and is a trusted professional whose passion is educating and helping individuals.
Wendy has educated and helped many clients understand their financial situation prior separation or just wondering what a divorce would look like financially. She helps them get organized, educated and helps them to understand and think about their situation. That might include; income, support, cash flow, debt, and protection for life, disability, health, retirement planning, tax and estate issues. She helps clients understand the numbers behind Child Support, Spousal Support and Division of Assets. Lawyers will often refer to Wendy for clarity on complex financial issues.
In the middle of negotiations, she has often moved the process forward either through mediation of the financial situation, analysis of self employment income and proposal outcomes or discussing alternative and viable financial options. Just because you are offered 50/50 doesn’t always mean you are being offered a fair deal. Wendy wants to make sure clients understand their settlement options and have no regrets after negotiations are over.
When it’s time to move forward, she provides holistic planning and is one of a few with the divorce knowledge and experience who is also licensed in Alberta to discuss and advise on investments, exempt securities and insurance.
She is a Collaborative Professional and Registered Family Mediator, providing neutral and unbiased strategies is key so that the clients can keep more of their money in their own pockets.
Wendy sits on the Calgary Collaborative board. She has participated in training at the Calgary Law Faculty, and has been a guest speaker for organizations such as CBA, CFDA and more.
Wendy supports the YWCA in Calgary, including Walk a Mile in her Shoes & Y Whisper.