Divorce / Financial Checklist

Financial Checklist

The end of your relationship with your spouse will mean a change in some of your life goals. Your advisor can help with strategies and advice for balancing your priorities and making progress towards achieving your financial goals in your new situation. Take this opportunity to review your priorities and consider asking your advisor these questions:

  • How do I make the transfer of investments to and from my former spouse?
  • What happens to the beneficiaries of my RRSPs and Life Insurance?
  • Do I need a new investment portfolio?
  • How will my cash flow be affected by my marriage breakdown?
  • Will I need a new Will?
  • What about the RESPs for the children’s education?
  • We may have to sell our home, what are the implications?
  • How will my government benefits such as OAS and CPP be affected?
  • What will happen to my company pension?

Important Information

Information contained herein is provided for information purposes only and should not be relied upon exclusively as estate, tax planning or investment advice, nor should it be construed as being specific to an individual’s investment objectives, financial situation or particular needs. You should always obtain professional advice before acting on the basis of material contained herein. While Dynamic Funds® will endeavour to update this information from time to time as needed, information can change without notice and Dynamic Funds® does not guarantee the accuracy or completeness of this information, including information provided by third parties, at any particular time, nor does it accept any responsibility for any loss or damage that results from any information contained herein.

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