How advisors can help newly blended families meet their financial goals
In the Globe and Mail article “How advisors can help newly blended families meet their financial goals,” BlueShore Financial advisors provide insights into the unique financial challenges faced by blended families. These families, formed when partners with children from previous relationships unite, often encounter complexities in estate planning, insurance, and financial goal setting.
Sahar Abdul Zahir, a financial advisor at BlueShore Financial in West Vancouver, emphasizes the importance of understanding the family dynamics and relationships within blended families. She notes that advisors must get to know a client’s family situation to address the needs and rights of all stakeholders, including spouses and children. BlueShore Financial’s integrated team approach ensures that clients receive personalized advice and support, helping blended families navigate the complexities of their financial landscapes and achieve long-term stability and harmony.
Read the full article here
Interested in what publications we get our clients on? Check out our Wall of Fame.
Related Articles
Toronto’s condo market nightmare could be spreading to Vancouver
“There are a lot of condos that were sold [in Vancouver’s downtown district] in the last three years… most of
Markets look greener overseas, and family offices are watching carefully
‘The funds that we’ve created in-house, in the public market and the private market, are all global.’ — Theresa Shutt,
Mortgage borrowers betting on variable rates amid uncertain economic outlook
“Mortgage rates [have increased] a couple of times over the last three weeks, four weeks. I think people are now