When advisors work in arranged teams with complementary skills, they may have developed a charter to define their roles and common goals, a code of conduct for communications, and a method for conflict resolution. They can then draw on these pre-existing structures to deal with any disagreements that arise.
But more often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.
Read the full article on Advisor.ca.
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With more than 32 years of experience, Nathalie has successfully represented thousands of clients, helping them to achieve their goals with her expertise, compassion, and strategic thinking.
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Nathalie has expertise handling all family matters including situations involving business owners, executives, and professionals; situations challenged by difficult personalities and complex personal and financial circumstances; and working with families facing addiction challenges.
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