Although some couples view cohabiting as a way to reduce expenses, their overall wealth may not be enhanced
36% of Canadians surveyed lied about financial matter to partner: poll
When dealing with couples, make sure both partners are equal participants
If you fail to engage the woman, you risk losing her business
Relate to both partners as individuals
Helping spouses stay on the same financial page
Avoid the trap of talking to only one spouse
What should advisors do when their couple clients want to deal with their finances together but have different risk tolerances and goals?
Asking questions now could prevent big problems down the road
Husband used funds from couple’s RRSPs to help his company