|
|
Jane E. Tremblay
Jane Tremblay is a Certified Financial Planner with offices in Orillia and Toronto and has over thirty years of experience in the financial services industry.
She is 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. Jane is Treasurer of the Board of Directors for the Ontario Collaborative Law Federation and past Director of Collaborative Practice Toronto. She is also a member of the International Academy of Collaborative Professionals, currently serving on the Professional Development Committee. Jane’s work with her clients in her chosen field is always influenced by her 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.
Jane has been an active trainer, presenter and mentor within the collaborative community, focusing on inter-disciplinary teams.
|
| Address: |
66 Coldwater St. East
Orillia ON L3V 1W5 Canada
|
| Phone: |
705-327-5231 |
| Fax: |
705-327-0480 |
| Email: |
janetremblay51@rogers.com |
| Website: |
http://www.financialtransitions.ca
|
| Education |
B.A.Psychology
|
| Professional Licenses |
Certified Financial Planner (CFP)
Chartered Strategic Wealth Professional (CSWP)
Fellow of the Canadian Securities Institute (FCSI)
Financial Divorce Specialist (FDS)
Certified Divorce Financial Analyst (CDFA)
|
| Type Of Practice |
Collaborative Financial Professional working exclusively within the Collaborative Practice community
|
| Training Offered |
Introduction to Interdisciplinary Collaborative Practice (Level I);Collaborative Practice Skills (Level II);The Challenge of Neutrality;
The Role of the Financial Professional in Collaborative Practice
|
| Training Conducted |
Introduction to Interdisciplinary Collaborative Practice (Level I);Collaborative Practice Skills (Level II; 'The Challenge of Neutrality'; 'The Role of the Financial Professional in Collaborative Practice'
IACP Webinar(2010):'Advocacy in Collaborative Practice'
IACP Forum (2010): 'The Reality of Teams - Maximizing the Opportunities and Managing the Challenges'
|
| Collaborative Training Attended |
2007 Collaborative Team Training (3 day) presented by CDTT in Phoenix
2006 Advanced skills Training offered by Bernie Mayer in King City, Ontario. (2 days)
2005 Interdisciplinary Collaborative Team Training offered by Mark Hill, Vicki Carpel-
Miller, George Richardson, Nancy J. Ross in Las Vegas Nevada. (3 days)
2005 Communication in Creative Leadership offered by the Institute of Peace &
Conflict Studies, Conrad Grebel University College at Waterloo University. (20 hrs)
2) Understanding Conflict offered by the Institute of Peace & Conflict
Studies, Conrad Grebel University College. (14 hrs)
3) Advanced Family Mediation Skills, Conrad Grebel University College. (28 hrs)
2003 1) An Introduction to Collaborative Family Law – Level I offered by Dr. Barbara Landau at Co-Op Solutions in Toronto, Ontario. (2 days)
2) Multidisciplinary Collaborative Family Law for Attorneys, Child/Parent
Specialists, Divorce Coaches, Financial Consultants and Mediators offered by
The Collaborative Law Institute of Georgia, U.S.A. (2 days) Nora Bushfield and Lauren Alexander
3) Mediation & Domestic Violence and Basic Family Mediation Skills offered by
Conrad Grebel University College at Waterloo University and the Alternative
Dispute Resolution Institute of Ontario Inc. (63 hrs)
2002 Certified Divorce Specialist Course offered in Toronto by the College for Divorce Specialists of Boulder, Colorado, U.S.A.
|
| Collaborative Training Offered |
Introduction to Interdisciplinary Collaborative Practice (London, Ontario)November 2009 & January 2010, co-presented with Sheila Brown and Victoria Smith; Interdisciplinary Teams in Collaborative Practice (Halifax, NS) June 2009, co-presented with Victoria Smith and Linda Solomon; Interdisciplinary Skills Training (York Region)June 2008 & September 2009, co-presented with Sheila Brown and Victoria Smith; Interdisciplinary Skills Training Level II (York Region) February 2009, co-presented with Sheila Brown and Victoria Smith; Coaching and Train the Trainers OCLF March 2009, co-presented with Rick Shields; Interdisciplinary IACP Webinar 'Advocacy in Collaborative Practice' October 2010, presented and participated in development of webcast with Deborah Graham, Victoria Smith and Sheila Brown; Introduction to Interdisciplianary Collaborative Practice (PEI), February 2011, co-presented with Victoria Smith and Sheila Brown
|
| References |
Sheila Brown, sheila@facilitatingchange.ca
Victoria Smith, victoria@victoriasmith.ca
Jacinta Gallant, jacinta@resolutionpei.com
|
| Standards |
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.
|
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.
|
|
|
|
|
|
