7 min
Episode 9: Financial Advice During Separation or Divorce w/ Investment Advisor, Carly Monahan Savant + Sage
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- Society & Culture
Going through a separation or divorce is difficult enough without the added stress of navigating all the financial aspects. Ask for help!
Carly Monahan CIM®, is a Wealth Manager with Odlum Brown Ltd. and is a market leader in the investment industry. Ms. Monahan is recognized as one of Business in Vancouver’s Top Forty under Forty, and sits on numerous non-profit boards spanning multiple causes, including Family Services of the North Shore.
Ms. Monahan is dedicated to building long-lasting relationships based on trust and confidence, and she shares her insight into navigating the financial aspects of separation or divorce by utilizing a financial advisor. Carly also provides tips on what questions to ask when interviewing a financial advisor, sheds light on whether or not you can use a separate advisor than your partner and why it is important for women at all stages of life, whether in a relationship or not, to have a solid grasp on their finances.
We enjoyed speaking with Carly and found her advice thoughtful and relevant.
To contact Carly Monahan, with questions regarding investment, estate, retirement, tax, insurance or education planning you can reach her at cmonahan@odlumbrown.com or call her at 604-844-5318.
Going through a separation or divorce is difficult enough without the added stress of navigating all the financial aspects. Ask for help!
Carly Monahan CIM®, is a Wealth Manager with Odlum Brown Ltd. and is a market leader in the investment industry. Ms. Monahan is recognized as one of Business in Vancouver’s Top Forty under Forty, and sits on numerous non-profit boards spanning multiple causes, including Family Services of the North Shore.
Ms. Monahan is dedicated to building long-lasting relationships based on trust and confidence, and she shares her insight into navigating the financial aspects of separation or divorce by utilizing a financial advisor. Carly also provides tips on what questions to ask when interviewing a financial advisor, sheds light on whether or not you can use a separate advisor than your partner and why it is important for women at all stages of life, whether in a relationship or not, to have a solid grasp on their finances.
We enjoyed speaking with Carly and found her advice thoughtful and relevant.
To contact Carly Monahan, with questions regarding investment, estate, retirement, tax, insurance or education planning you can reach her at cmonahan@odlumbrown.com or call her at 604-844-5318.
7 min