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 Heidi Taylor , BA, LLB

Heidi Taylor, , BA, LLB

Lawyer FH & P Lawyers
Work 400-275 Lawrence Avenue Kelowna BC V1Y6L2 Canada Work Phone: 250-869-6014 Work Fax: 250-762-8616

Biography

Heidi assists her clients in resolving family law matters including: parenting issues (custody), child support, spousal support, and property division. Heidi has a general law practice background which provides her with a unique skill set to address complex support and property division matters, including those involving professional practices and family businesses. Heidi is an active member of the Okanagan Collaborative Family Group with an emphasis on dispute resolution through mediation and negotiation. Where matters cannot be resolved outside of court, Heidi regularly appears before the Provincial Court of British Columbia, the Supreme Court and she also has experience in the Court of Appeal.

In 2000, Heidi obtained her Bachelor of Arts degree with a major in Psychology. She then received her Bachelor of Laws degree in 2003 from the University of British Columbia. Heidi was called to the British Columbia Bar and became an associate with FH&P Lawyers in 2004 and joined the partnership in 2011.

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400-275 Lawrence Avenue Kelowna BC V1Y6L2 Canada