By not meeting the spouse or children of a well to do client, you’re losing out on growing your business
Survey finds most Canadians feel comfortable talking about household finances and investments with spouses
Four ways to make sure both spouses are engaged
A recent survey from Investors Group shows that about a third of Canadian couples argue about money
“Women don’t want to be told not to worry their pretty little heads”
Today's young couples - complete with student loans and mortgages - could become high net-worth clients over the long term if you start early in giving them the right advice
Working with young couples can lead to long, fulfilling relationships
More than half of Canadian couples have not discussed their desired retirement lifestyle, when or where to retire or the amount of money they’ll need
Canadians aren’t shy when it comes to money talk with their partner: poll
The surge in cohabiting couples has created much confusion over the rights of unmarried spouses. It’s crucial to ensure both you and your clients who live common-law are aware of the key rules that affect their finances