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Terri McDougall, PFP, FMA, CFDS

Financial Professional

Terri McDougall, PFP, FMA, CFDS

Collaborative Divorce Solutions

62 McRae Dr.
Toronto, Ontario M4G 1S4
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(416) 799-7861

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Terri McDougall, PFP, FMA, CFDS

Financial Professional

Dealing with the financial issues in a separation and divorce can be emotional, stressful and confusing. The key to transitioning to a sensible and secure financial future, and making good decisions is information, understanding, and support.

I have a passion for working with clients in transition, and take a personal interest in ensuring clients maintain respectful relationships in the best interests of their family. My goal is to assist couples in getting through a difficult and emotional time, efficiently and productively, while bringing some sensibility and perspective to the process. I assist couples with gathering and organizing their financial information in a timely manner and help them make sense of it all, bringing focus and closure to the financial issues.

Education and awareness are key to ensure clients have the information they need to make informed decisions. Ultimately, clients wish to feel their settlement outcomes are fair and equitable. Assessing your proposals and options, and their long-term implications, will greatly assist in providing peace of mind
I help clients increase their comfort level with regards to financial planning, budgeting, insurance, and investments. In leading the discovery process, and asking the right questions to help with establishing goals, we can work through the process quickly and efficiently.

Post divorce, I will ensure follow-through on your decisions, and can make appropriate referrals and introductions. I maintain a wide network of like-minded professionals should assistance be required to ensure all your financial needs are addressed in creating an integrated plan for your personal situation.

I am a Chartered Financial Divorce Specialist (CFDS) and Personal Financial Planner (PFP). Prior to working exclusively with separating and divorcing clients, I spent over 25 years in the Private Banking and Wealth Management fields.

Please feel free to contact me for a complimentary initial consultation to review your personal situation and find out more about how I can assist.

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