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Jane E Tremblay, CFP®
(Financial Professional)
I am a Certified Financial Planner with offices in Orillia and Toronto with over thirty years of experience in the financial services industry.
I am actively involved in promoting interdisciplinary collaborative practice at a regional, provincial, national and international level and in developing the role of the financial professional within the collaborative process. I am currently Treasurer of the Board of Directors for the Ontario Collaborative Law Federation and past Director of Collaborative Practice Toronto. My work with my clients is always influenced by my personal philosophy which embraces the significance of transition, the importance of risk-taking, the value of dreams, and the willingness to envision possibilities in everyday life.
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| Firm/BusinessName: |
Financial Transitions Limited |
| Address(es): |
66 Coldwater St. E.
Orillia ON L3V 1W5 Canada
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| Phone: |
705-327-5231 |
| Fax: |
705-327-0480 |
| Email: |
janetremblay51@rogers.com |
| Website: |
http://www.financialtransitions.ca |
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| Professional Activities |
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Financial Neutral in Collaborative Practice
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| Professional Licenses |
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Certified Financial Planner (CFP)
Certified Financial Divorce Anaylsy (CDFA)
Chartered Strategic Wealth Professional (CSWP)
Fellow of the Canadian Securities Institute (FCSI)
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| General Comments |
I am committed to making divorce a more equitable and humane process and to helping divorcing clients emerge from the process feeling more financially confident about their futures. I believe that the collaborative process helps to achieve these goals.
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| Areas of Practice |
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Financial
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| Education |
| Undergraduate Education |
| Bachelor of Arts in Psychology from Connecticut College in New London, Connecticut 1973 |
| Professional Education |
2007 Ch.P. Strategic Wealth Capstone (Canadian Securities Institute
2006 Wealth Management Techniques (2 parts) (Canadian Securities Institute)
2002 Certified Divorce Specialist Course (College for Divorce Specialists)
1995 Canadian Financial Planner course (Canadian Institute of Financial Planning) |
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| Collaborative Practice Training |
| Year |
Training Type |
Instructor |
Hours |
| 2003 |
Mediation Training |
Dr. Barbara Landau, University of Waterloo |
77 |
| 2003 |
Basic Collaborative Law Training |
Dr. Barbara Landau, Co-op Solutions |
16 |
| 2003 |
Multi-disciplinary Collaborative Family Law |
Collaborative Law Institute of Georgia |
16 |
| 2005 |
Communication in Creative Leadership |
Institute of Peace and Conflict Studies, Conrad Grebel College |
20 |
| 2005 |
Understanding Conflict |
Institute of Peace and Conflict Studies, Conrad Grebel College |
14 |
| 2005 |
Interdisciplinary Collaborative Team Training |
Mark Hill, Vicki Carpel-Miller, George Richardson, Nancy ross |
24 |
| 2006 |
Advanced Skills Training |
Bernie Mayer |
16 |
| 2007 |
Collaborative Team Training |
CDTT in Phoenix |
24 |
| 2008 |
Interdisciplinary Team Training |
Linda Solomon et al |
16 |
| 2011 |
Interdisciplinary Team Challenges |
Dr. Tina Sinclair |
8 |
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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 >
** I have reviewed the IACP Minimum Standards for Collaborative Trainers I verify that I am a Collaborative Practice trainer who meets those Minimum Standards.
** I have reviewed the IACP Minimum Standards for a Collaborative Basic Training. I verify that the basic training that I offer as a Collaborative Practice trainer meets those Minimum Standards.
IACP does not verify the information provided by the professionals listed in this directory.
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