Inter-generational wealth planning: Why are we going to all of this trouble
Julia joined Vancity to talk about Inter-generational wealth planning and the importance of starting with people.
Julia joined Vancity to talk about Inter-generational wealth planning and the importance of starting with people.
With longer lifespans and evolving health-care needs reshaping personal financial decisions, it’s essential to plan ahead.
For Female Founders host Sarah Bundy and Julia sat down to talk about mistakes and big watchouts for Startups and Growth Companies
Want to pass on your inheritance before you die? Don’t be afraid to put yourself first
Women are increasingly stepping into leadership roles, yet still face unique challenges.
Why do advice-only planners have waiting lists? Julia discussed the topic with Rob Carrick from the Globe and Mail.