How Julia came to be an Advice Only Financial Planner
How this advisor went from being a broke, single mom to a successful entrepreneur and financial planner
2024 April Update
Getting serious about exiting your business? It’s crucial to plan for it, as eventual exits are inevitable. Addressing technical aspects is vital, and each situation demands thoughtful consideration. Remember, no one works or lives forever.
Funding a New Business for Dummies
Funding a New Business For Dummies drills down to the top question on the minds of entrepreneurs―where can you find the funds to launch your new business?
Transitioning the Family Cottage (or cabin)
If your family has a summer hideaway, it’s likely that determining how best to deal with this legacy might weigh a little heavy on your mind. Perhaps you’ve talked to your professional advisors, or even searched the internet for ideas on how to move ahead.
Financial Planner Title Regulation in Ontario
As President of the Financial Planning Association of Canada, Julia co-signed a joint statement with advocates across the country to speak out against a credential recently approved by Ontario’s FSRA as part of their titling legislation.