What is an Advice-Only Planner?
Julia was delighted to talk about Advice Only Planning with David Toyne at Steadyhand.
2024 February Update
You may say to yourself, “I don’t have a trust, those are only for billionaires. This won’t apply to me.” But wait… it might. The new trust requirements significantly impact the kind of trust that you didn’t realize was considered “a trust”.
Canadian seniors are staying in their houses far longer than ever before
Canadian seniors staying in their houses far longer than ever before and the reasons why this is becoming more and more common.
How mahjong sessions foster business connections and cultural roots
A regularly occurring event in Julia’s calendar includes good conversation, great company and a some mahjong with the Joy Luck Club. The Globe & Mail asked Julia to write an article about the club she help found six years ago and why it’s so much more than just a game.
2024 January Update
It’s a new year, but remember: Time is a construct. The truth is, you can start your year whenever you want. If you thought the start of the year got away from you, let us reassure you that you can start right now.