Julia joined Jason Pereira to talk about her role at the Financial Planning Association of Canada, and the work FPAC is doing to professionalize financial planning, creating better outcomes for Canadians.

Finding support in the financial services industry is harder than it should be, new advisors say.

Advice-only financial planning can be a rewarding way for financial planners to serve clients on their terms, but those setting out can find it challenging to build a practice and establish a steady income.

The things we tend to regret buying are the stuff that isn’t aligned with our values. Thinking things through beforehand might help avoid such situations.

What should we be discussing about inheritances to get the feelings out of the decisions and how wealth should be spread between generations?

Julia joined Vancity to talk about Inter-generational wealth planning and the importance of starting with people.

With longer lifespans and evolving health-care needs reshaping personal financial decisions, it’s essential to plan ahead.

For Female Founders host Sarah Bundy and Julia sat down to talk about mistakes and big watchouts for Startups and Growth Companies

Want to pass on your inheritance before you die? Don’t be afraid to put yourself first

Women are increasingly stepping into leadership roles, yet still face unique challenges.

Why do advice-only planners have waiting lists? Julia discussed the topic with Rob Carrick from the Globe and Mail.

Agreements are crucial when combining assets with anyone, be it a spouse or a friend. It’s best not to combine your assets with anyone without the benefit of a written agreement of some kind.