Moolala: Money Made Simple for a discussion on Advice Only Financial Planning
Julia joined Bruce Sellery of Moolala: Money Made Simple, to talk about the different kinds of financial planners and mainly an ‘advice-only financial planner.’
How Julia came to be an Advice Only Financial Planner
How this advisor went from being a broke, single mom to a successful entrepreneur and financial planner
Funding a New Business for Dummies
Funding a New Business For Dummies drills down to the top question on the minds of entrepreneurs―where can you find the funds to launch your new business?
Transitioning the Family Cottage (or cabin)
If your family has a summer hideaway, it’s likely that determining how best to deal with this legacy might weigh a little heavy on your mind. Perhaps you’ve talked to your professional advisors, or even searched the internet for ideas on how to move ahead.
Financial Planner Title Regulation in Ontario
As President of the Financial Planning Association of Canada, Julia co-signed a joint statement with advocates across the country to speak out against a credential recently approved by Ontario’s FSRA as part of their titling legislation.
Women & Investing: Specific concerns for women when it comes to finances
Women & Investing: Julia joined experts in investing and law to talk about the specific concerns for women when it comes to finances.