Collaborative Financial Professionals

Collaborative Financial Professionals are accountants, financial advisors and chartered business valuators who work as part of your team to resolve any financial issues. Collaborative Financial Professionals help you plan a fair distribution of your assets for the long-term security of your whole family. They help you get an accurate picture of your current financial situation and choose the best financial options for your future.  Some of the areas Collaborative Financial Professionals can help you with include:

  • Gathering all the financial information so you have all the facts and nothing is hidden
  • Educating the partner with less financial knowledge
  • Identifying tax issues
  • Determining the fair market value of your business
  • Determining spousal and child support amounts
  • Preparing a fair division of assets
  • Creating a budget and retirement plan
  • Planning debt repayment
Photo of Jenny Balko , CPA, CA

Jenny Balko, , CPA, CA

Financial Advisor

I am a Chartered Accountant in the Kelowna office of Grant Thornton LLP.  I have extensive experience in providing a broad range of taxation services to individuals, corporations, partnerships and trusts.  I focus on providing Canadian taxation services in the areas of compliance, corporate reorganizations, estate, business and wealth succession planning and in developing tax minimization strategies.

Photo of Simone Brunton CPA, CA, CBV

Simone Brunton, CPA, CA, CBV

Financial Professional

I am a Chartered Professional Accountant (CPA, CA) and Chartered Business Valuator (CBV). I am a Partner in the Transactions group in the Kelowna office of Grant Thornton LLP.  I specialize in business valuation and litigation support related to matrimonial and other shareholder disputes. I am the Secretary and former Chair of the Executive of the Okanagan Collaborative Family Law Group and have been a member of the group since 2008.  …

Photo of Derek Sanders , CA, CBV, CFA

Derek Sanders, , CA, CBV, CFA

Financial Advisor

I have been working in the area of business valuations, mergers and acquisitions and litigation support services since 2004. I have experience with businesses operating in a variety of industries including a broad range of manufacturing industries, service, construction, distribution, technology, and retail.

I am a member of the Canadian Institute of Chartered Business Valuators, the Institute of Chartered Accountants of B.C., and the Chartered Financial Analysts Institute.…

Photo of Michael Smith CPA, CA, CBV

Michael Smith, CPA, CA, CBV

Senior Manager Financial Advisory Services

I am a member of the Canadian Institute of Chartered Business Valuators and the Institute of Chartered Professional Accountants of B.C. I graduated from Okanagan College and have been working at BDO Canada LLP in Kelowna since 2011. I obtained my CA designation in 2014 and joined the financial advisory group in the same year. I became a Chartered Business Valuator in 2019 and work primarily in business valuations and litigation support across a variety of industries.