How families can plan for their long-term care and aging in place needs
Julia was delighted to talk about Canadians wanting to stay in their own homes as they age and the associated costs with David Toyne at Steadyhand.
Retirement Is Happening Everywhere
Retirement is reshaping every industry in Canada, from healthcare to media to small business. As baby boomers exit the workforce, thoughtful succession planning is essential to ensure continuity, transfer knowledge, and support smooth transitions for individuals, families, and organizations.
Moolala: Money Made Simple – What Should You Do When You Win The Lottery
Julia joined Bruce Sellery of Moolala: Money Made Simple, to talk about what to do and what not to do when you unexpectedly get a large sum of money.
What Makes Life Good? It’s More Than Money
Plot twist: the good life isn’t for sale! Psychologist Daniel Kahneman cracked the code with five life essentials; joy, deep work, killer relationships, purpose, and personal growth. Money’s nice, but flourishing happens when you invest in experiences over expenses!
Why advisors must move beyond transactions with savvier investors
Clients have moved on from transactional relationships and are now demanding an advisor who is relational. But what exactly is a relational advisor?