Much More than Tax Minimization: A Discussion on Trusts with Kathy Bright and Julia Chung
Kathy and Julia have a discussion about trusts and the importance of asking why and how to make the best use of them.
How much has the pandemic hurt your retirement plans?
To see how much has COVID-19 has impacted retirement plans, Toronto Star delve into the retirement portfolios of two couples who were affected by the pandemic.
What to Expect from the upcoming 2020 Tax Season
CBC talks about the changes in the upcoming 2020 tax season, what to expect, and how we can prepare for it.
Design Thinking for Advisors
Advisor’s Edge features Julia Chung and her use of design thinking into Spring Plans work with clients. She shares her five step of design thinking and more.
Second COVID-19 Wave and Parents’ Dilemma on Returning to Work
Globe and Mail features Sandi and her insights on the impact of the Second COVID-19 Wave to parents and women.