Course curriculum

  • 1

    Introduction

    • Welcome to the Financial Divorce Toolkit
  • 2

    Identifying the stepping stones to separation

    • Separation - The process

    • Important Dates

    • Gathering Information

    • Post Separation Goals & Post Separation Expenses
  • 3

    Family Assets

    • Primary Residence

    • Real Estate

    • Valuing Property

    • Financial Assets

    • Registered Retirement Savings Plans (RRSP)

    • Spousal RRSPs

    • Locked-In RRSPs

    • Registered Retirement Income Funds (RRIF)

    • Tax Free Savings Accounts (TFSA)

    • Non Registered Investments

    • Pensions

    • Canada Pension Plan (CPP)

    • Business

    • Exempt or Excluded Assets

    • Assets- PDF Download
  • 4

    Family Debts

    • Mortgages

    • Debts

    • Family Debts - PDF Download
  • 5

    Income

    • Income

    • Income - Employment

    • Income- Business

    • Income - PDF Download
  • 6

    Child Support & Special Expenses

    • Child Support

    • Special Expenses

    • Child Support & Special Expenses - PDF Download
  • 7

    Spousal Support

    • Spousal support

    • Spousal Support - PDF Download
  • 8

    Dividing assets

    • Asset Division

    • Asset Division - PDF Download
  • 9

    Separation and Revenue Canada

    • Canada Child Tax benefit, Dependent Tax Credit & Childcare Deduction

    • Separation & Revenue Canada PDF Download
  • 10

    Conclusion

    • Separation Checklist

    • Final Video

    • Contact me
Watch Intro Video

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Financial Divorce Toolkit

Lindsey

I found it to be helpful as it has all the information in one place. I also like that each module is short- 1-3 minutes so I did not find it overwhelming. Lindsey- Vancouver

Divorce Toolkit

Sanjeev

The Divorce Financial Toolkit has great information that helped me in preparing my case with my Lawyer. It also helped me to talk to my Spouse and arrive at a more meaningful division of our assets and debts. I am feeling a bit more relaxed after following the kit. Thank you"

Instructor(s)

CFP, CFA, Chartered Financial Divorce Analyst

Madhu Kanwar

Madhu has over 15 years in financial planning experience having worked as a financial planner with CIBC and RBC. After her own divorce, she started Elixir Consulting to work with individuals and couples going through separation. Madhu is a Chartered Financial Divorce Specialist, a Certified Financial Planner, has an MBA and holds a CFA charter. Having worked with over a hundred individuals dealing with separation to help them navigate the process prompted the development of the Canadian Financial Divorce Toolkit to address the most common questions and concerns. Madhu has conducted workshops for women going through separation with the North Shore Women’s Centre, has been interviewed for the Omni TV show “Women in focus” and has been interviewed and quoted by Adviser Today.