Testimonials can often provide insight when hiring a professional you haven’t worked with in the past, especially when discussing important issues such as your finances or your separation negotiations.  Prospective client’s sometimes ask for references but those are difficult to navigate considering the sensitive nature of the topics at hand.  As such, we’ve created a Testimonials page to reflect the comments of our clients for consideration.

Retirement Planning
We began working with Kathryn a number of years ago, in recognition of the fact that we were not financially on top of our financial requirements for retirement. Kathryn took us through a comprehensive retirement planning process with patience and diligence and provided us with a clear path to get to our financial objectives for retirement. Most importantly, she made us see, with firm but respectful advice, that our spending had to be curtailed to meet those objectives. As a result, today we are every well positioned financially for the next stage of our lives. D.N. Toronto, Ontario

Divorce and Finances
Kathryn is extremely knowledgeable about the many financial issues that can arise in a divorce and approaches those challenges with a calm, constructive and consensus building approach that is highly effective in what is often the most emotionally charged period of a couple’s life. D.N., Toronto, Ontario

Thank you for making the whole mediation process so easy. S.M., Mississauga, Ontario

Worth every penny! Thank you Kathryn. M.W., Oakville, Ontario

Collaborative Practice, Role of Financial Professional

I’d like to thank you for all you’ve done to make this painful process more manageable.  It’s been a pleasure working with you!  L.B., Oakville, Ontario



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