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.
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.