Brian Shumak, B.Sc., CLU, CFP, CHS, CFDS, TEP, EPC

515 Consumers Road #201, Toronto, Ontario M2J 4V8, Canada

About

In the upheaval surrounding divorce, lack of knowledge is one of the greatest causes of anxiety. Working with clients, I assist them in learning what they can expect and what they should do from a financial planning standpoint in the process.

Having been through the process of divorce myself, I learned that the most important thing is to gain the knowledge about what will happen, not necessarily in legal terms, but in your new life. One of the biggest fears that people have is "Will I be okay financially?"

Learning from my own experience and studying the financial aspects of separation and divorce, I have been able to assist many people remove the anxiety and gain a clear picture of what lies ahead. Moreover, I have assisted many people in understanding the parameters surrounding the financial side of separation and divorce so that they are better able to work with their other non-financial advisers during this process.

The services that I offer include, but are not limited to: cash flow planning, insurance planning, tax planning, investment planning and estate planning. I focus on the whole person financially when looking at these areas and help to set up the necessary vehicles to formulate and achieve their goals that one has during a separation or divorce.

For those who reach out to me through this venture, the initial meeting is at my expense and is where I learn about your situation to ensure that I can be of benefit to you.

Contact:
515 Consumers Road #201, Toronto, Ontario M2J 4V8, Canada
Features:
  • Comprehensive Holistic Financial Planning
  • Separation & Divorce Financial Planning
  • Investments
  • Insurance
  • Cash Flow Management
  • Tax Planning
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Contact
515 Consumers Road #201, Toronto, Ontario M2J 4V8, Canada
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