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Holistic Financial Planning

  • Broadcast in Finance
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Join your host Marcia Johnson with special guest Wendy Olson-Brodeur. Wendy is the founder and owner of The Financial Divorce Specialist Inc. She also operates a holistic financial planning practice under Wealth Wellness Inc and Portfolio Strategies Corporation. Wendy is an independent Certified Financial Planner (CFP), who has specialized training in divorce and separation planning. She is one of just a few professionals in Canada to have a Financial Divorce Specialist (FDS) designation. Her role as an FDS is to help individuals in separation and divorce situations avoid making costly financial mistakes as it relates to their future well-being. Wendy’s experience in the financial industry spans 25+ years. Her expertise is holistic planning with experience in cash flow & budgeting, debt management, protection through insurance, retirement & income planning, and estate issues. She is backed by a team of professionals to ensure your needs, goals and wants are achieved. Wendy is passionate about educating, enriching, and empowering the people she serves. Find out more about Wendy atwww.tfds.ca & www.wealthwellness.ca