How best to avoid penalties on your TFSA contributions
Some people are making a costly mistake in their Tax-Free Savings accounts.
Transitioning Family Wealth
Julia raises a host of issues that need to be considered before making a financial gift to children.
The complexity of modern financial planning
Globe Advisor reporter Deanne Gage hosted Julia on a LinkedIn Live event to chat about how Financial Planning has evolved
Multi-Generational Housing and the Golden Girls Dream
The housing crisis isn’t just for kids. Globe Advisor asked Julia for some ideas on how to manage this wild accommodation environment.
Are you putting your money towards a life you really love?
Some seniors are tapping home equity to make ends meet. Julia recommends multi-generational housing once again, on top of government support and a full review of lifestyle expenses.
You’ve Been Named Power of Attorney, Now What?
Join Julia, Sue-May Talbot, and Rose Shawlee as they explore ways to navigate the tricky and unique roles of Power of Attorney’s, with input from a panel of estate experts.