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.
A Recession Toolkit
Julia talks about how to weather the storm during a recession and what tools to have in your kit to get you through.
Considerations for assets in joint accounts with multiple beneficiaries
Julia was interviewed for the Globe and Mail to discuss considerations for assets in joint accounts with multiple beneficiaries.
Digital Nomad Financial Reality: Footloose and Office-Free?
When the world is your office, as a digital nomad who do you pay your taxes to? Julia discusses tax obligations for digital nomads.
Money, Values, and Family Business
Julia had a great chat with Purdeep Sangha on his podcast recently, discussing money, values, and family business.