Couples – 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 Fri, 12 Mar 2021 14:14:10 +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 Couples – Advisor's Edge https://phoenix.advisor.ca 32 32 Pandemic forces restaurant owner to rethink plans https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/pandemic-forces-restaurant-owner-to-rethink-plans/ Fri, 12 Mar 2021 14:00:24 +0000 https://www.advisor.ca/?p=192121 Help this small business owner avoid becoming another statistic in the Covid-19 “she-cession”

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]]> Beware of conflicts when working with couples https://phoenix.advisor.ca/my-practice/conversations/beware-of-conflicts-when-working-with-couples/ Fri, 05 Feb 2021 15:00:24 +0000 https://www.advisor.ca/?p=190757 Dealing with a request outside your joint engagement

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]]> Cohabitation and property division in Ontario https://phoenix.advisor.ca/tax/estate-planning/cohabitation-and-property-division-in-ontario/ Mon, 06 Jul 2020 13:30:54 +0000 https://www.advisor.ca/?p=182194 The pandemic provides an opportunity for client discussion

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]]> Valuing assets in a divorce: what you need to know https://phoenix.advisor.ca/my-practice/conversations/valuing-assets-in-a-divorce-what-you-need-to-know/ Tue, 30 Jun 2020 17:19:13 +0000 https://www.advisor.ca/?p=182211 Factors to consider in the context of the pandemic

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]]> Helping LGBTQ clients https://phoenix.advisor.ca/news/industry-news/helping-lgbtq-clients/ Tue, 17 May 2016 11:40:40 +0000 https://avatar.advisor.ca/uncategorized/helping-lgbtq-clients/ Today marks the international day against homophobia, transphobia and biphobia. Advisor.ca offers some articles to help these clients.

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]]> Remove barriers to divorce planning https://phoenix.advisor.ca/news/industry-news/remove-barriers-to-divorce-planning/ Fri, 06 Nov 2015 00:00:04 +0000 https://avatar.advisor.ca/uncategorized/remove-barriers-to-divorce-planning/ Most newlyweds don’t realize that, in opting for a life together, they’ve also opted into an intricate legal and financial framework, which includes tax filing privileges, estate rollovers, spousal immunity and—if the marriage breaks down—a default property division regime. That regime, contrary to popular belief, is not “each spouse gets half.” Even in equalization provinces […]

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]]> The price of love https://phoenix.advisor.ca/news/industry-news/the-price-of-love/ Fri, 13 Feb 2015 09:01:23 +0000 https://avatar.advisor.ca/uncategorized/the-price-of-love/ Impressing and marrying that special someone can cost more than $50,000.

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]]> Wealthy and famous? Beware marriage blunders https://phoenix.advisor.ca/tax/estate-planning/wealthy-and-famous-beware-marriage-blunders/ Fri, 03 Oct 2014 00:08:17 +0000 https://avatar.advisor.ca/uncategorized/wealthy-and-famous-beware-marriage-blunders/ Disagreements over marriage contracts can end relationships. But for NHL players and their partners, such documents are must-haves.

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]]> Insurance for newlyweds https://phoenix.advisor.ca/insurance/life/insurance-for-newlyweds/ Fri, 06 Jun 2014 00:03:02 +0000 https://avatar.advisor.ca/uncategorized/insurance-for-newlyweds/ Joint policies seem attractive to young couples because of the cost savings. But it doesn’t cost much more to insure each life individually and clients receive double the payout.

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]]> How to transfer real estate https://phoenix.advisor.ca/tax/tax-news/transfer-real-estate/ Fri, 09 May 2014 00:08:44 +0000 https://avatar.advisor.ca/uncategorized/transfer-real-estate/ Corinne is 50 and has finally paid off her mortgage. She and her wife Sandra both work in hospitality, and are looking for a new challenge. Their home’s on the shores of Lake Ontario and they plan to transform it into a bed and breakfast. They decide to buy a bungalow further inland to live in. The B&B property is in Corinne’s name.

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