Moolala: Money Made Simple for a discussion on Advice Only Financial Planning
Julia joined Bruce Sellery of Moolala: Money Made Simple, to talk about the different kinds of financial planners and mainly an ‘advice-only financial planner.’
2024 May Update
Spring in Canadian finance is a thrilling time with RRSP and tax deadlines, plus the Federal Budget. Hopefully, you have been navigating this without stress, focusing on life amidst filing taxes and grasping the 2024 Budget’s implications on your life.
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?