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Julie Shipley-Strickland Wealth & Risk Management

Blog

Investing On Your Own

In my years of experience as an Advisor, I have had many clients ask me about investing on their own. The general concept of investing is one of those phenomenons that everyone around you seems to be a natural pro at since most are quick to share their wins! Coming

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Summer of Podcasts

This summer, I was thrilled to be able to make a couple of guest appearances and share some of my knowledge with a few wonderful local podcasts! I’m a big advocate for education around finances and thought that sharing my entrepreneurial journey as well as some of my industry insights

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Lessons Learned from Investing

“Investing is like buying groceries, not perfume” – Benjamin Graham Investing can feel intimidating. It’s a loaded word (especially when coming in with fresh eyes on the subject), but it doesn’t have to be and it actually isn’t that complex. I get so many questions from first-time investors on how

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The Client Journey

It is well known that building one’s wealth and mitigating risk takes time, but what about the time and structure needed to get set up for this long-term process? My client journey framework puts just as much emphasis on getting you and your finances properly set up for success as

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Blockchain 101

One of the major buzzwords of 2021… BLOCKCHAIN! Although many have surely heard of this term, I’m not entirely certain everyone understands its ins and outs as there is so much to it!  While I’m still fine-tuning my knowledge, I thought I would do a 101 to debunk some of

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Five Lessons My Grandma Taught Me About Investing

My Dad’s Mom, Vivian, was a spectacular woman. She was born in 1927 in Montreal to her mother, Mariette Daumery from Belgium, and her father, Albert Turnau, from Paris. Her father, a shrewd businessman, retired at the age of 40 in 1936. He owned multiple properties and was a generous

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Green Infrastructure + Building Wealth for future YOU

Happy Earth Day! As the world celebrates, I wanted to take a moment to talk about Green Energy, specifically Green Infrastructure. With so much hype around the subject of Green Infrastructure, many are anticipating a MASSIVE shift in how we garner energy throughout the next decade. First, I thought it

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Julie Shipley-Strickland

Mission, Vision and Values

My WHY and WHAT it means for you. As I embark on yet another big turning point in my career (launching my own brand!), I thought it was only fitting to have my first blog post be about my why and what – WHY I chose this new path and

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The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.

Insurance products are offered through Strickland Financial Group Ltd. which is a separate company and not an affiliate of Wellington-Altus Private Wealth.

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