How best to avoid penalties on your TFSA contributions
Some people are making a costly mistake in their Tax-Free Savings accounts.
2023 December Update
Get ready for 2024 – a year promising more changes! While specifics are still a mystery (who doesn’t love surprises?), we’ve got insights, especially in the financial realm. Curious about what’s coming? Here’s a sneak peek into the future.
Transitioning Family Wealth
Julia raises a host of issues that need to be considered before making a financial gift to children.
The complexity of modern financial planning
Globe Advisor reporter Deanne Gage hosted Julia on a LinkedIn Live event to chat about how Financial Planning has evolved
2023 November Update
“Your life, well spent” is a constant work in progress. Your overall life design and all of your plans are of course subject to change as the world adjusts and changes around you. Here’s how we help you do just that.