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 Grant Thornton LLP
Work 200 – 1633 Ellis Street Kelowna BC V1Y 2A8 Canada Work Phone: 250-712-6868 Website: http://www.grantthornton.ca/

Biography

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.

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200 – 1633 Ellis Street Kelowna BC V1Y 2A8 Canada