Manage increasingly intricate cross-border guidance

Originally Posted on The Globe and Mail

Featuring Julia Chung
August 23, 2023

Julia had a conversation with Helen Burnett-Nichols about the increasing demand for financial planning professionals to manage increasingly intricate cross-border guidance. For some advisors, this has recently become a growth area in their practice – a trend they only expect to increase as clients seek to navigate complex wealth management considerations on both sides of the border.

“Every person’s just a little bit unique and they can be like, ‘Yes, and I’m working part-time for this U.S. company – but I’ve also been working for them in Italy,”

– Julia Chung

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