Clients have moved on from transactional relationships and are now demanding an advisor who is relational. But what exactly is a relational advisor?

Julia shares her expertise on the evolving dynamics of wealth transfer, emphasizing the importance of open family communication and recognizing various forms of wealth beyond financial assets.

The stock market is an extremely important financial system that affects the wallets of many people around the world, but the truth is, even many adults don’t quite understand what it is.

If Trump’s tariffs have you worried about your job and your money, you’re not alone. Here’s what financial experts say can help you weather the storm.

A wave of personal finance experts targeting women on social media has responded with a different type of money information, offering clear communication that isn’t belittling, helping their online followers build confidence and get used to talking about money.

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.