Beyond the Will: Building Leadership for 100-Year Family Enterprises
Julia spoke with Mehul Gandhi on the “Mind Your Money” podcast, sharing her thoughts about family, money, leadership, and more.
2026 Key Canadian Tax Numbers: What to Know and Why They Matter
As the calendar turns, Canadian tax and benefit numbers change again. This article walks through the 2026 updates and explains how small shifts in CPP, OAS, RRSPs, and TFSAs can meaningfully affect your cash flow and financial plan.
When seniors want to age in place
Many seniors want to age in in place, but few are prepared for the financial and emotional costs.
The problem with Finfluencers
Finfluencers promise easy answers, but their generic, outdated advice causes confusion and comparison. Real clarity comes from understanding your own values, goals, and priorities. Financial planning works when it’s personal, grounded, and tailored to you. Make 2026 intentional, meaningful, and truly yours.
Part-time work in retirement
Part-time work in retirement has social, financial benefits, but beware of clawbacks