Advisor’s Edge features Julia Chung and her use of design thinking into Spring Plans work with clients. She shares her five step of design thinking and more.
Happy October! We hope you’re adjusting well to the season and all the ambiguity that comes with it. We know that you have a great deal on your plate and may not have had much time to read about personal finance. Not to worry! Sandi has done all the reading for you.
Globe and Mail features Sandi and her insights on the impact of the Second COVID-19 Wave to parents and women.