Featured In

Articles

August 19, 2024 // The Globe and Mail

Why paring back services can help your practice grow

November 8, 2023 // The Globe and Mail

Six year-end tax planning strategies that shouldn’t be left to the last minute

April 14, 2023 // Wealth Professional

Why good KYC is a natural defence against financial gaslighting

October 31, 2022 // Wealth Professional

Why new clients are looking for more education and support

September 22, 2022 // Wealth Professional

Is the Fed steering U.S. into a recession?

May 5, 2022 // The Globe and Mail

How to manage the tax implications of
transferring a new client’s assets

April 7, 2022 // The Globe and Mail

Commodities attract a new generation of investors

March 17, 2022 // Wealth Professional

Rising inflation and interest rates threaten economic growth

February, 2022 // FORUM Magazine

Dousing the Fire

February 25, 2022 // Maclean's

How much money do I need to retire—and other top financial planning questions answered

January 24, 2022 // The Globe & Mail

More investors are using advisors while managing portfolios themselves

November 19, 2021 // Wealth Professional

Why women are craving more financial knowledge since the pandemic

Podcasts

The Canadian’s Guide to Personal Finances for Singles with Co-Author Julie Shipley-Strickland

Speaking Opportunity Replay

May 30, 2024

Filming In Progress Ep. 31 | Julie Shipley – Strickland, Wealth & Risk Management

July 7, 2023

Single and stressed? Financial advice for singles and money

November 10, 2021

Financial Literacy Month IG Live: How Advocis Members Are Making A Difference In Their Communities

Money Matters with Shannon Jackson – Julie Shipley-Strickland

October 20, 2021

Amplify Your Business: Managing Risky Business

April 29, 2021

Lunch & Learn with Jessica Janzen – Why You Need Life Insurance for Your Children

January 29, 2021

The 51 – Financial Feminist Friday

The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker and/or the host. 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. Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include without limitation risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting.

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.