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
Multi-Generational Housing and the Golden Girls Dream
The housing crisis isn’t just for kids. Globe Advisor asked Julia for some ideas on how to manage this wild accommodation environment.
Are you putting your money towards a life you really love?
Some seniors are tapping home equity to make ends meet. Julia recommends multi-generational housing once again, on top of government support and a full review of lifestyle expenses.
You’ve Been Named Power of Attorney, Now What?
Join Julia, Sue-May Talbot, and Rose Shawlee as they explore ways to navigate the tricky and unique roles of Power of Attorney’s, with input from a panel of estate experts.
How much do you really need to retire?
How much do you really need to retire in Canada? No one pins Julia to a numerical answer, and Yahoo Finance is no different
Manage increasingly intricate cross-border guidance
Julia had a conversation with Helen Burnett-Nichols about the increasing demand for financial planning professionals to manage increasingly intricate cross-border guidance.