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.

Julia spoke with the Globe and Mail’s Helen Burnett-Nichols to chat about Why paring back your business services can help your practice grow.

This episode of the Stress Test Podcast was all about inheritances, both during and after lifetimes, as well as whether assuming a big windfall makes sense for personal financial plans.

It’s crucial to make sure that you’re financially comfortable yourself before helping others