Couples – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sun, 17 Nov 2019 08:17:42 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Couples – Investment Executive https://www.investmentexecutive.com 32 32 Living together, saving less https://www.investmentexecutive.com/newspaper_/focus-on-products/living-together-saving-less/ Fri, 21 Sep 2018 04:08:00 +0000 https://www.investmentexecutive.com/?p=356090 Although some couples view cohabiting as a way to reduce expenses, their overall wealth may not be enhanced

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]]> Understanding financial infidelity https://www.investmentexecutive.com/news/industry-news/understanding-financial-infidelity/ Mon, 05 Feb 2018 12:30:50 +0000 https://www.investmentexecutive.com/?p=345979 36% of Canadians surveyed lied about financial matter to partner: poll

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]]> Involve women in financial decisions https://www.investmentexecutive.com/building-your-business/financial-planning/involve-women-in-financial-decisions/ Tue, 12 Apr 2016 14:50:00 +0000 https://www.investmentexecutive.com/uncategorized/involve-women-in-financial-decisions/ When dealing with couples, make sure both partners are equal participants

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]]> Couples: Involve both spouses in the discussion https://www.investmentexecutive.com/building-your-business/client-communications/couples-involve-both-spouses-in-the-discussion/ Fri, 19 Feb 2016 16:30:00 +0000 https://www.investmentexecutive.com/uncategorized/couples-involve-both-spouses-in-the-discussion/ If you fail to engage the woman, you risk losing her business

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]]> Tips for working with couples https://www.investmentexecutive.com/building-your-business/client-communications/tips-for-working-with-couples/ Thu, 18 Feb 2016 16:45:00 +0000 https://www.investmentexecutive.com/uncategorized/tips-for-working-with-couples/ Relate to both partners as individuals

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]]> Discussing money issues with client couples https://www.investmentexecutive.com/building-your-business/financial-planning/discussing-money-issues-with-client-couples/ Thu, 11 Feb 2016 17:20:00 +0000 https://www.investmentexecutive.com/uncategorized/discussing-money-issues-with-client-couples/ Helping spouses stay on the same financial page

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]]> How to communicate with couples https://www.investmentexecutive.com/building-your-business/client-communications/how-to-communicate-with-couples/ Wed, 12 Aug 2015 16:30:00 +0000 https://www.investmentexecutive.com/uncategorized/how-to-communicate-with-couples/ Avoid the trap of talking to only one spouse

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]]> Jack and Jill want to take different routes https://www.investmentexecutive.com/inside-track_/ellen-bessner/jack-and-jill-want-to-take-different-routes/ Mon, 03 Nov 2014 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/jack-and-jill-want-to-take-different-routes/ What should advisors do when their couple clients want to deal with their finances together but have different risk tolerances and goals?

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]]> Three issues you must discuss with common-law couples https://www.investmentexecutive.com/building-your-business/financial-planning/three-issues-you-must-discuss-with-common-law-couples/ Thu, 25 Sep 2014 14:30:00 +0000 https://www.investmentexecutive.com/uncategorized/three-issues-you-must-discuss-with-common-law-couples/ Asking questions now could prevent big problems down the road

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]]> Advisor fined for KYC failings, unauthorized trades https://www.investmentexecutive.com/news/from-the-regulators/advisor-fined-for-kyc-failings-unauthorized-trades/ Mon, 07 Jul 2014 18:50:00 +0000 https://www.investmentexecutive.com/uncategorized/advisor-fined-for-kyc-failings-unauthorized-trades/ Husband used funds from couple’s RRSPs to help his company

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