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.
FIRE (Financial Independence, Retire Early)
Julia engaged in a conversation with Brenda Bouw regarding the transformations that the FIRE (Financial Independence, Retire Early) movement has experienced, as well as the sobering assessment of its current appearance.
Strategizing for Mortgage Interest Rate Changes
Julia discussed with Erica Alina the process of preparing and strategizing for mortgage interest rate changes when the time for renewal arrives.
Bridge Benefits with Canadian Armed Forces Pension
Rob Carrick and Julia reviewed the bridge benefits involved with a Canadian Armed Forces pension.
Estate Planning 101
Julia was thrilled to participate in a series of Estate Planning focused videos on legacy, probate fees, and trusts, with Lucy Main, partner at Weirfoulds LLP and David Toyne of Steadyhand Investments.
How to Transition with your Clients to the Next Generation
Transitioning wealth among family members is a complex and often emotionally charged subject in which different values, priorities, and personalities can inflame disagreements over how assets should be shared. Julia participated in a roundtable discussion on how wealth advisors play a critical role in this process.