FDRIO is excited to share this *new* publication!
Provisions for CBVs to Consider for Joint Retainer Engagement Agreements is authored by a FDRIO task force with input from a CBV task force—both led by FDRIO’s Board Chair, Matthew Krofchick, CPA, CMA, CBV, CMC, CFF, FDRP-Val, ABV, of Krofchick Valuations and —this resource reflects the contributions of many experienced CBVs and other professionals, including members of the CBV Joint Retainer Task Force.
The document will appear as written in the 7th Edition of the Family Dispute Resolution Handbook (LexisNexis, Fall 2025), but remains a living resource and will be updated periodically. Feedback and suggestions are welcome via email to: Matthew Krofchick matthew@kval.ca
FINANCIAL
Financial Professionals in Family Dispute Resolution
The Family Dispute Resolution Institute of Ontario (FDRIO) proudly encompasses a diverse community of financial professionals dedicated to supporting families through separation, divorce, and estate planning. Our members bring a wealth of expertise to the family dispute resolution (FDR) process, offering services that are integral to achieving fair and equitable outcomes.
Our Financial Expertise
FDRIO’s financial professionals play a vital role in all FDR processes, ensuring that financial considerations are thoroughly addressed to support informed decision-making. They come from various backgrounds, including:
– Chartered Professional Accountants (CPAs): Specializing in income determination, complex tax planning, and financial structuring.
– Chartered Business Valuators (CBVs): Providing business and asset valuations critical in separation and estate matters.
– Forensic Accountants and Actuaries: Offering detailed analyses for pension valuations and other complex financial assessments.
– Certified Financial Planners (CFPs), Registered Retirement Consultants (RRCs), Certified Divorce Financial Analysts (CDFAs), and Chartered Financial Divorce Specialists (CFDSs): Assisting clients with budgeting, financial disclosures, tax and investment planning, support calculations, and settlement option
illustrations.
Join Our Financial Section
FDRIO’s Financial Section is a collaborative platform where professionals share knowledge, develop best practices, and contribute to the advancement of financial roles within family dispute resolution. We invite FDRIO members who are financial experts to join us in networking, professional development, and shaping the future of financial services in FDR.
Email info@fdrio.ca to join the section!
FDRIO Financial Certifications
To recognize and uphold the highest standards of financial expertise in family law contexts, FDRIO offers two specialized certifications:
Certified Specialist in Family Separation Finances (FDRP FIN)
The FDRP FIN designation is tailored for financial professionals who provide specialized services in family law matters. Candidates must hold a qualifying financial designation, such as:
– Chartered Financial Divorce Specialist (CFDS)
– Certified Divorce Financial Analyst (CDFA)
– Certified Financial Planner (CFP)
– Chartered Professional Accountant (CPA)
– And others as specified by FDRIO
Certified Specialist in Family and Estate Valuation (FDRP VAL)
The FDRP VAL designation is designed for Chartered Business Valuators who specialize in family law, including separation, divorce, and estate matters.
For more information on these certifications and to apply, please visit our Financial Professional Designations page.