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Patricia Lalonde, CFP
(Financial Professional)
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I am a Charter Member of the BC Collaborative Roster Society, specializing in the role of Financial Neutral. I do not sell, promote or receive any compensation for financial products. My advice is purely unbiased and based on over 20 years as a Certified Financial Planner.
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| Firm/BusinessName: |
Money Mentors.biz |
| Address(es): |
1285 West Broadway,
Suite 600
Vancouver BC V6H 3X8 Canada
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| Phone: |
(604) 605-3149 |
| Fax: |
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| Email: |
pat@moneymentors.biz |
| Website: |
http://www.moneymentors.biz |
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| Professional Activities |
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Member in good standing with the International Association of Collaborative Practitioners, Collaborative Divorce Vancouver, the Canadian Institute of Financial Planners and the Financial Planners Standards Council
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| Professional Licenses |
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CFP
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| General Comments |
I am Patricia Lalonde, the creator of Money Mentors.biz, providing unbiased financial advice through separation and divorce.
As a certified Financial Planner, I specialize in the role of Financial Neutral in Collaborative Divorce. I have training in Mediation and Collaborative Law through the BC Law Society plus a lifetime of experience in mediating discussions about delicate financial issues.
Wisdom comes through a life of changes and challenges, such as divorce, the serious diagnosis of a loved one, or a physical disability. Experiences that I have lived through, so I really do understand your worries.
When you are going through the overwhelming storms of life changes and need to make sound financial decisions, I’m here to take the helm and guide you to still waters.
25+ YEARS OF EXPERIENCE AND KNOWLEDGE IN FINANCIAL PLANNING
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| Areas of Practice |
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Financial
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| Education |
| Undergraduate Education |
| No response provided. |
| Professional Education |
CFP designation earned in 1994
Achieved the Executive and Corporate designation with Investors Group in 1999.
Semi-retired in 2000 to provide Independent Financial Advice
Collaborated with three colleagues to create ”Your Money-Your Way,” the successful, financial literacy workshop |
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| Collaborative Practice Training |
| Year |
Training Type |
Instructor |
Hours |
| 2006 |
Family Mediation with CLE |
Sally Campbell |
40 |
| 2007 |
Collaborative Divorce Training with CLE |
Doreen Gardner-Brown, Nancy Cameron |
16 |
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** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice.
See IACP Standards >
IACP does not verify the information provided by the professionals listed in this directory.
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| Continuing Education |
| Year |
Education Type |
Instructor |
Hours |
| 2009 |
Your Money-Your Way |
I was instructor |
6 |
| 2008 |
30 hours annually of continuing education |
on line |
30 |
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