Understanding Family Dynamics in Estate Planning
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.
The stock market: What it is and why it’s in the news
The stock market is an extremely important financial system that affects the wallets of many people around the world, but the truth is, even many adults don’t quite understand what it is.
How to weather the storm with Trump’s tariffs
If Trump’s tariffs have you worried about your job and your money, you’re not alone. Here’s what financial experts say can help you weather the storm.
“Finfluencers” who provide financial education via social media
A wave of personal finance experts targeting women on social media has responded with a different type of money information, offering clear communication that isn’t belittling, helping their online followers build confidence and get used to talking about money.
Financial Planning for Canadian Business Owners
Julia joined Jason Pereira to talk about her role at the Financial Planning Association of Canada, and the work FPAC is doing to professionalize financial planning, creating better outcomes for Canadians.
Mentors wanted for new advisors
Finding support in the financial services industry is harder than it should be, new advisors say.