Transitioning the Family Cottage (or cabin)

Transitioning the Family Cottage (or cabin)

If your family has a summer hideaway, it’s likely that determining how best to deal with this legacy might weigh a little heavy on your mind. Perhaps you’ve talked to your professional advisors, or even searched the internet for ideas on how to move ahead.

Financial Planner Title Regulation in Ontario

Financial Planner Title Regulation in Ontario

As President of the Financial Planning Association of Canada, Julia co-signed a joint statement with advocates across the country to speak out against a credential recently approved by Ontario’s FSRA as part of their titling legislation.