Want to pass on your inheritance before you die?
Want to pass on your inheritance before you die? Don’t be afraid to put yourself first
Woman are taking over family businesses, but face added scrutiny
Women are increasingly stepping into leadership roles, yet still face unique challenges.
Why do advice-only planners have waiting lists?
Why do advice-only planners have waiting lists? Julia discussed the topic with Rob Carrick from the Globe and Mail.
Combining Assets without a written agreement
Agreements are crucial when combining assets with anyone, be it a spouse or a friend. It’s best not to combine your assets with anyone without the benefit of a written agreement of some kind.
Paring back services can help your practice grow
Julia spoke with the Globe and Mail’s Helen Burnett-Nichols to chat about Why paring back your business services can help your practice grow.
Inheritances, both during and after lifetimes
This episode of the Stress Test Podcast was all about inheritances, both during and after lifetimes, as well as whether assuming a big windfall makes sense for personal financial plans.