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.
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.
Women & Investing: Julia joined experts in investing and law to talk about the specific concerns for women when it comes to finances.
Housing Credits & Rebates: The Globe and Mail asked Julia to share her thoughts on a variety of credits and rebates available for home owners in Canada.
Making great financial decisions can be incredibly difficult given the noise in the world about what is “right” and “smart”. Great financial planning helps you determine which strategies and decisions make the most sense for YOU, so that you can experience your life, well spent.