How to Transition with your Clients to the Next Generation
Transitioning wealth among family members is a complex and often emotionally charged subject in which different values, priorities, and personalities can inflame disagreements over how assets should be shared. Julia participated in a roundtable discussion on how wealth advisors play a critical role in this process.
A Recession Toolkit
Julia talks about how to weather the storm during a recession and what tools to have in your kit to get you through.
Considerations for assets in joint accounts with multiple beneficiaries
Julia was interviewed for the Globe and Mail to discuss considerations for assets in joint accounts with multiple beneficiaries.
Digital Nomad Financial Reality: Footloose and Office-Free?
When the world is your office, as a digital nomad who do you pay your taxes to? Julia discusses tax obligations for digital nomads.
Money, Values, and Family Business
Julia had a great chat with Purdeep Sangha on his podcast recently, discussing money, values, and family business.
HELOC vs reverse mortgage for parents helping kids buy a home
Julia was interviewed for the Globe and Mail to discuss considerations for using a HELOC vs reverse mortgage to help kids buy a home.
Inflation causing some to think twice about having kids
Julia talks about when thinking about the financial costs of having children, it’s necessary to plan and be resilient in managing change.
Celebrating Family Day amid mounting financial challenges
Julia discusses with CTV news how measuring what your time is worth and how that factors into how much time to spend on saving money.
Retirement Planning: Designing your life-after-work
Julia spoke at the Pacifica Partners Event, sharing her knowledge on designing your life-after-work, and creating purpose in the next chapter of your life.
Guiding students to make better financial decisions
Julia explains how students can make better financial decisions if they develop their understanding of finances.
How to maximize retirement income during inflation
Julia spoke with Investment Executive about retirement income and one of this year’s hot topics: inflation. Find out what she shared.
Strategies for spending, costs and income in retirement
Julia participated in a panel discussion at the Globe and Mail: Money Matters event on June 20, discussing “income endurance” with several industry specialists. Her panel begins at 59:39.