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.
How much do you really need to retire?
How much do you really need to retire in Canada? No one pins Julia to a numerical answer, and Yahoo Finance is no different
Manage increasingly intricate cross-border guidance
Julia had a conversation with Helen Burnett-Nichols about the increasing demand for financial planning professionals to manage increasingly intricate cross-border guidance.
FIRE (Financial Independence, Retire Early)
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.
Strategizing for Mortgage Interest Rate Changes
Julia discussed with Erica Alina the process of preparing and strategizing for mortgage interest rate changes when the time for renewal arrives.
Bridge Benefits with Canadian Armed Forces Pension
Rob Carrick and Julia reviewed the bridge benefits involved with a Canadian Armed Forces pension.
Estate Planning 101
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.
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.