Nathalie Boutet – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Tue, 11 Jul 2023 16:33:16 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Nathalie Boutet – Advisor's Edge https://phoenix.advisor.ca 32 32 Why couples need a financial plan for a trial separation https://phoenix.advisor.ca/columnists_/nathalie-boutet/why-couples-need-a-financial-plan-for-a-trial-separation/ Fri, 03 Aug 2018 04:00:00 +0000 https://avatar.advisor.ca/uncategorized/why-couples-need-a-financial-plan-for-a-trial-separation/ Tips for managing expenses, mortgages and shared accounts

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]]> Helping clients when addiction leads to divorce https://phoenix.advisor.ca/columnists_/nathalie-boutet/helping-clients-when-addiction-leads-to-divorce/ Thu, 03 May 2018 04:00:00 +0000 https://avatar.advisor.ca/uncategorized/helping-clients-when-addiction-leads-to-divorce/ Tips for working with experts when family issues interfere with finances

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]]> How advisors can support healthier divorces https://phoenix.advisor.ca/columnists_/nathalie-boutet/how-advisors-can-support-healthier-divorces/ Wed, 07 Mar 2018 13:57:51 +0000 https://avatar.advisor.ca/uncategorized/how-advisors-can-support-healthier-divorces/ Ideas to help clients going through tough times

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]]> How to educate clients about prenups https://phoenix.advisor.ca/columnists_/nathalie-boutet/how-to-educate-clients-about-prenups/ Tue, 23 Jan 2018 10:21:14 +0000 https://avatar.advisor.ca/uncategorized/how-to-educate-clients-about-prenups/ Practical tips for advisors to implement

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]]> Protect gifts toward a matrimonial home from divorce https://phoenix.advisor.ca/columnists_/nathalie-boutet/how-to-protect-gifts-toward-a-matrimonial-home-from-divorce/ Wed, 01 Nov 2017 06:00:24 +0000 https://avatar.advisor.ca/uncategorized/how-to-protect-gifts-toward-a-matrimonial-home-from-divorce/ Gifts or inheritances received during a marriage are generally excluded property, but not always

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]]> Make these moves first when divorce strikes https://phoenix.advisor.ca/columnists_/nathalie-boutet/make-these-moves-first-when-divorce-strikes/ Fri, 01 Sep 2017 13:00:13 +0000 https://avatar.advisor.ca/uncategorized/make-these-moves-first-when-divorce-strikes/ 5 things clients can do right away

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]]> How gifts and inheritances are shared between spouses https://phoenix.advisor.ca/columnists_/nathalie-boutet/how-gifts-and-inheritances-are-shared-between-spouses/ Thu, 27 Jul 2017 07:00:38 +0000 https://avatar.advisor.ca/uncategorized/how-gifts-and-inheritances-are-shared-between-spouses/ Timing is key

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]]> Homeownership rights for cohabiting clients https://phoenix.advisor.ca/columnists_/nathalie-boutet/homeownership-rights-for-cohabiting-clients/ Thu, 25 May 2017 10:00:16 +0000 https://avatar.advisor.ca/uncategorized/homeownership-rights-for-cohabiting-clients/ Help clients know their rights when it comes to owning real property with a partner

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]]> 4 ways to negotiate a marriage agreement https://phoenix.advisor.ca/columnists_/nathalie-boutet/4-ways-to-negotiate-a-marriage-agreement/ Fri, 21 Apr 2017 13:00:54 +0000 https://avatar.advisor.ca/uncategorized/4-ways-to-negotiate-a-marriage-agreement/ Protect clients in case their relationships don’t work out.

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]]> Tips for teams working with family enterprise clients https://phoenix.advisor.ca/columnists_/nathalie-boutet/tips-for-teams-working-with-family-enterprise-clients/ Mon, 09 Jan 2017 09:30:09 +0000 https://avatar.advisor.ca/uncategorized/tips-for-teams-working-with-family-enterprise-clients/ Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.

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