Transitioning wealth among family members is a complex and often emotionally charged subject in which different values, priorities, and personalities can inflame disagreements over how assets should be shared. Julia participated in a roundtable discussion on how wealth advisors play a critical role in this process.
How does the Federal Budget 2023 impact you? We’ve been reading all about it since it came out March 28th, and have news for you about First Home Savings Accounts, RESPs, RDSPs, the Canada Dental Benefit, intergenerational business transfers and more. We tried not to make it boring.
Julia talks about how to weather the storm during a recession and what tools to have in your kit to get you through.
Julia was interviewed for the Globe and Mail to discuss considerations for assets in joint accounts with multiple beneficiaries.
Habits can run our lives to the point where we aren’t really sure what we want anymore. With more urgent and frankly interesting stuff in life than mindless habits, how do we move from boring habits to your best life?