Couples

FCAC adds financial resource for couples

Advising couples on how to identify their financial goals and create an effective plan together can be challenging, but the Financial Consumer Agency of Canada has now released an online tool to help.

March 23, 2012

2 min read

Industry

Love and marriage (and money)

It’s a sure sign that Valentine’s Day is a week away: a second survey about money and how it can make or break relationships.

February 7, 2012

2 min read

Planning and Advice

How to talk clients through family troubles

Divorce, death of family members, serious health issues and aging parents are tough family situations you need to be prepared to discuss with clients.

November 28, 2011

3 min read

Planning and Advice

Separate clients if they disagree on investing

Rajagopal has always treated Jerry and Judy as separate clients, with separate accounts. “They came to me together, but when we started discussing risk tolerance,” they revealed their divergent points of view.

By Doug Watt |October 1, 2011

3 min read

Advising those who wed again

Couples organizing a wedding should take time to plan their financial future, and this is especially important for those individuals preparing for their second or third marriages, according to Scotia Private Client Group.

By Staff |July 26, 2011

2 min read

Getting couples on track

Whether fresh off their honeymoon or yoked for years, the two people in a couple are bound to differ in their financial views and goals. Your job — helping them steer through financial landmines—is not for the faint of heart.

10 min read