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A Federal Budget Is Not a Financial Plan

A Federal Budget Is Not a Financial Plan

by Julia Chung | Nov 10, 2026 | Monthly Spring Update, Personal Finance

New tax rules, retirement changes, and financial incentives. Canada’s 2026 federal budget brings plenty to consider, but what does it actually mean for you? And when the rules keep changing, how can we make financial plans that still make sense?

If You Had a Little More Time, What Would You Fill It With?

If You Had a Little More Time, What Would You Fill It With?

by Julia Chung | Oct 15, 2026 | Monthly Spring Update, Personal Finance

If technology gave you an extra hour each day, how would you spend it? Perhaps the real opportunity isn’t doing more, but discovering what makes life meaningful. And perhaps retirement planning should start with what we’re retiring to, not from.

Before You Max Everything Out

Before You Max Everything Out

by Julia Chung | Sep 9, 2026 | Monthly Spring Update, Personal Finance

Income planning isn’t about maxing every account or paying the least tax possible this year. It’s about stepping back, looking at the whole family picture, and making thoughtful decisions about what you actually want your money to do next.

The Family Cabin Isn’t Really About the Cabin

The Family Cabin Isn’t Really About the Cabin

by Julia Chung | Aug 13, 2026 | Monthly Spring Update, Personal Finance

The family cabin holds traditions, campfires, card games, questionable repairs and decades of memories. But what happens when it’s time to pass it on? A little planning and a lot of conversation can help keep the family in the family cabin.

A Few for the Bookshelf

A Few for the Bookshelf

by Julia Chung | Jul 27, 2026 | Media

Check out what Julia and some of our industry colleagues are recommending for good reads.

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