Imagining the future from the very end can shift today’s choices, why the stories we tell become the roots of legacy, and how families can make room for both individual expression and shared responsibility.
How Julia Chung went from being a single teenage mother to a financial advisor
Julia was delighted to talk about Canadians wanting to stay in their own homes as they age and the associated costs with David Toyne at Steadyhand.
Julia joined Bruce Sellery of Moolala: Money Made Simple, to talk about what to do and what not to do when you unexpectedly get a large sum of money.
Clients have moved on from transactional relationships and are now demanding an advisor who is relational. But what exactly is a relational advisor?
Julia shares her expertise on the evolving dynamics of wealth transfer, emphasizing the importance of open family communication and recognizing various forms of wealth beyond financial assets.