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 Derek Sanders , CA, CBV, CFA

Derek Sanders, , CA, CBV, CFA

Financial Advisor Spence Evaluation
Work 610-1620 Dickson Avenue Kelowna BC V1Y 9Y2 Canada Work Phone: 250-448-7450 Website: www.spencevaluation.com

Biography

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. Prior to moving to Kelowna I worked in the forensic accounting group of a global law firm in London, England, and achieved my CA designation articling with Deloitte in Vancouver.

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610-1620 Dickson Avenue Kelowna BC V1Y 9Y2 Canada