Credits and rebates available for home owners in Canada
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.
2024 March Update
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.
Strategies for people who collect CPP and U.S. social security
The Globe and Mail ran a series on the CPP and asked Julia to comment on the interactions between Social Security and CPP and the best strategies and factors to take into consideration when collecting both both.
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”.