Kathy and Julia have a discussion about trusts and the importance of asking why and how to make the best use of them.
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.
CBC talks about the changes in the upcoming 2020 tax season, what to expect, and how we can prepare for it.
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.
Globe and Mail features Sandi and her insights on the impact of the Second COVID-19 Wave to parents and women.