News and resources for Canada's top financial advisors
Est. 1998
Tax & Estate
Nathalie Boutet is a family lawyer, mediator and certified Family Enterprise Advisor™ specializing in high-net-worth families and business owners. She can be reached at nboutet@boutetfamilylaw.com.
Estate Planning
Advisors can help separating clients by maintaining emotional distance
By Nathalie Boutet | December 4, 2018
3 min read
Tips for managing expenses, mortgages and shared accounts
By Nathalie Boutet | August 3, 2018
4 min read
Tips for working with experts when family issues interfere with finances
By Nathalie Boutet | May 3, 2018
5 min read
Ideas to help clients going through tough times
By Nathalie Boutet | March 7, 2018
Practical tips for advisors to implement
By Nathalie Boutet | January 23, 2018
Gifts or inheritances received during a marriage are generally excluded property, but not always
By Nathalie Boutet | November 1, 2017
5 things clients can do right away
By Nathalie Boutet | September 1, 2017
Timing is key
By Nathalie Boutet | July 27, 2017
2 min read
Help clients know their rights when it comes to owning real property with a partner
By Nathalie Boutet | May 25, 2017
Protect clients in case their relationships don’t work out.
By Nathalie Boutet | April 21, 2017
Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.
By Nathalie Boutet | January 9, 2017
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
January 28, 2022|3 min read
January 7, 2021|6 min read
June 4, 2020|3 min read
May 29, 2020|3 min read
June 6, 2023|5 min read
August 23, 2022|4 min read
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