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DIVORCE

A break-up in marriage can potentially mean a change in some of your life goals. A Carte advisor can help with strategies and advice for balancing your life and making progress towards achieving your financial goals in this new direction that your life is headed in as a result of your marriage break-down.

THESE ARE SOME OF THE QUESTIONS THAT WE SHOULD CONSIDER

  1. How do I make the transfer of investments to and from my former spouse?

  2. What happens to the beneficiaries of my RRSPs and Life Insurance?

  3. Do I need a new investment portfolio?

  4. How will my cash flow be affected by my marriage breakdown?

  5. Will I need a new Will?

  6. What about the RESPs for the children’s’ education?

  7. What are the implications if I have to sell my home?

  8. How will my government benefits such as OAS and CPP be affected?

  9. What will happen to my company pension?

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