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.
Julia discussed with Erica Alina the process of preparing and strategizing for mortgage interest rate changes when the time for renewal arrives.
Rob Carrick and Julia reviewed the bridge benefits involved with a Canadian Armed Forces pension.
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.
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.
Julia talks about how to weather the storm during a recession and what tools to have in your kit to get you through.