Julia raises a host of issues that need to be considered before making a financial gift to children.
Globe Advisor reporter Deanne Gage hosted Julia on a LinkedIn Live event to chat about how Financial Planning has evolved
The housing crisis isn’t just for kids. Globe Advisor asked Julia for some ideas on how to manage this wild accommodation environment.
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.
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.
How much do you really need to retire in Canada? No one pins Julia to a numerical answer, and Yahoo Finance is no different
Julia had a conversation with Helen Burnett-Nichols about the increasing demand for financial planning professionals to manage increasingly intricate cross-border guidance.
Julia engaged in a conversation with Brenda Bouw regarding the transformations that the FIRE (Financial Independence, Retire Early) movement has experienced, as well as the sobering assessment of its current appearance.
Julia discussed with Erica Alina the process of preparing and strategizing for mortgage interest rate changes when the time for renewal arrives.
Rob Carrick and Julia reviewed the bridge benefits involved with a Canadian Armed Forces pension.
Julia was thrilled to participate in a series of Estate Planning focused videos on legacy, probate fees, and trusts, with Lucy Main, partner at Weirfoulds LLP and David Toyne of Steadyhand Investments.
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.