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Keyword: Couples

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Worried Young Couple Lying On Carpet Calculating Their savings, planning future, retirement fund

36% of Canadians surveyed lied about financial matter to partner: poll

Advice needed on retirement income strategies, report finds

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

By not meeting the spouse or children of a well to do client, you’re losing out on growing your business