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.
Julia talks about how to weather the storm during a recession and what tools to have in your kit to get you through.
Julia was interviewed for the Globe and Mail to discuss considerations for assets in joint accounts with multiple beneficiaries.
When the world is your office, as a digital nomad who do you pay your taxes to? Julia discusses tax obligations for digital nomads.
Julia had a great chat with Purdeep Sangha on his podcast recently, discussing money, values, and family business.
Julia was interviewed for the Globe and Mail to discuss considerations for using a HELOC vs reverse mortgage to help kids buy a home.
Julia talks about when thinking about the financial costs of having children, it’s necessary to plan and be resilient in managing change.
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.
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.
Julia explains how students can make better financial decisions if they develop their understanding of finances.
Julia spoke with Investment Executive about retirement income and one of this year’s hot topics: inflation. Find out what she shared.
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.