If spouses are not careful, every day could turn into a work day and they may find themselves talking about business while on vacation and during other family time
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“Nobody knows you better than your spouse,” she says. “So, it seems like a natural fit for spouses to work together in business as there’s already a high level of trust present.”Mark and Robin Shimkovitz decided to take the leap of working together after 25 years of marriage at Mr. Shimkovitz’s financial advisory practice, Living Richer Wealth Management at Raymond James Ltd. in Toronto.
Six years into their business-and-pleasure venture, the couple says their mutual respect carries them through any growing pains and challenges. Ms. Shimkovitz had managed a large team and was used to having a lot of autonomy. Mr. Shimkovitz was accustomed to overseeing everything to do with his practice, but he had to learn how to let a new voice into the fold.
The Harrisons use their personality differences to their advantage. While Mr. Harrison, also a senior portfolio manager and senior investment advisor, likes to emphasize financial planning strategies, Ms. Harrison prefers finetuning portfolio management details. “One of the rules we have is to establish if we’re having a work day or free day,” she says. “It’s like a reset question because if it’s a free day, the answer is, ‘I’ll deal with that later.’”
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