Want to pass on your inheritance before you die?
Want to pass on your inheritance before you die? Don’t be afraid to put yourself first
Woman are taking over family businesses, but face added scrutiny
Women are increasingly stepping into leadership roles, yet still face unique challenges.
Why do advice-only planners have waiting lists?
Why do advice-only planners have waiting lists? Julia discussed the topic with Rob Carrick from the Globe and Mail.
Combining Assets without a written agreement
Agreements are crucial when combining assets with anyone, be it a spouse or a friend. It’s best not to combine your assets with anyone without the benefit of a written agreement of some kind.
2024 September Update
Perfectionism can sabotage progress toward long-term goals. Instead of focusing on doing things perfectly, aim for continuity. Setbacks are inevitable, but with resilience, self-compassion, and small, consistent steps, long-term success becomes achievable. Embrace the journey, not perfection.