{"id":337,"date":"2021-02-01T20:10:41","date_gmt":"2021-02-01T20:10:41","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/?page_id=337"},"modified":"2024-10-30T19:50:10","modified_gmt":"2024-10-30T19:50:10","slug":"blog","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/julieshipleystrickland\/blog\/","title":{"rendered":"Blog"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Julie\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Blog<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\n\t\t\t\tFive Women-Owned Businesses to Support This Spring\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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As many of you know, International Women\u2019s Day recently passed on March 8. This is an important day for me every year\u2014not only because I\u2019m a female business owner, but because I so luckily get to spend the day with some of the most inspiring women I know. For the<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tMarch 19, 2026\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tHow to Spend Spring Break Close to Home\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Spring Break is just what we need during this time of the year, situated between the final snow squalls of winter and our real spring. It\u2019s a chance to pause amidst the busyness of Q1 and find a balance between what you and your fam need to push through the<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tFebruary 20, 2026\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t5 Popular 2026 Travel Destinations from Calgary\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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It\u2019s no new news, but my family and I love to travel and make memories together. My husband Kurtis and I really value travel gifts over material goods because as the kids get older, their days are spent more with teammates and friends than they are with us. It\u2019s a<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tJanuary 22, 2026\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tWhat I Learned From 2025\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Every year, I like to look back on where I was in January and where I\u2019d like to be a year from now. I often pause throughout the year to reflect, but the end of the year is a perfect reminder for us to do just that. I learned a<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tDecember 23, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tMy Must-Visit Holiday Markets in and Around Calgary\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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There’s something magical about Calgary’s holiday markets. As someone who looks forward to them every year, I can tell you they’re the perfect antidote to cold winter evenings\u2014full of twinkling lights, handcrafted treasures, and that unmistakable festive energy. Here are five markets you absolutely can’t miss this season.   Spruce<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tNovember 18, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tA Guide to My Favourite Fall Activities\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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I truly can\u2019t believe fall is here\u2014where did the time go?! As we usher in shorter days and the crisp autumn air, we find the perfect excuse to embrace our favourite seasonal activities, from checking out the newest pumpkin spice latte (PSL) to visiting the closest corn maze. To get<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tOctober 24, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tA Wealth Advisor’s Guide to Travel Essentials\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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As a working professional who splits her time between client meetings and weekend getaways, I’ve perfected the art of packing efficiently without sacrificing comfort or style. Finding that ideal balance of practicality and luxury mirrors how I approach many aspects of life; investing in quality experiences while maintaining mindfulness of<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tJune 25, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tInsurance: Renewals vs. Rewriting\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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I get it, insurance isn\u2019t the most thrilling topic, but as I always say, insurance is the one thing you need but never want to have to use. Insurance is one those critical tools that can help provide a sense of security and peace of mind for you, and your<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\tSpring Cleaning: Ensuring your Financial \u201cHouse\u201d Is in Order\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Each spring, I find myself clearing out closets and drawers, getting rid of clutter and rediscovering long-lost things. And every year, it reminds me how easy it is for things to become easily forgotten, and it\u2019s important to not let this happen when it comes to our finances. This is<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\tMy Favourite Summer Things to Do in Calgary\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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There\u2019s something about summer in Calgary that just hits different. After what always feels like the longest winter (and 5 false spring starts later), the minute the lilacs bloom and the patios open, I\u2019m outside. My calendar fills up with everything from baseball games to spontaneous walks for tacos, and<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tMay 12, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tLet\u2019s Talk Tariffs: What This Week\u2019s U.S. Announcement Means for Canada (and beyond)\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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This week, the U.S. made a big move on trade, one that has already sent ripples through the market and will likely continue to do so in the weeks to come. Let\u2019s break down what\u2019s happening, how it affects Canada, and what I\u2019ll be keeping an eye on for you.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tApril 9, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tUnplug & Elevate: My Go-To Retreats for Female Entrepreneurs\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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If you\u2019ve been following along with my channels for a while, then you know I\u2019m a huge advocate for taking intentional time away from the daily grind. Whether it\u2019s a business retreat, a wellness escape, or something that blends both, as a business owner, stepping out of your routine can<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tApril 1, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tAll About the Bank of Canada Meetings\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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If you\u2019ve ever seen the headlines after a Bank of Canada meeting and wondered, \u201cwhat does this actually mean for me?\u201d\u2014you\u2019re not alone. While we all hear about rate hikes and cuts, the bigger questions are: why do these changes happen and how do they affect your finances? Let\u2019s break<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tMarch 13, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tA Guide to My Favourite New Calgary Restaurants\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Calgary\u2019s food scene just keeps getting better, and I love rotating between new openings and tried-and-true favourites that never disappoint. Whether you\u2019re looking for a cozy date night spot, a buzzy cocktail bar, or a fresh take on Italian comfort food, these are the places I\u2019ve been loving lately. While<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tMarch 13, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tFun Vacay Spots to Visit This Summer\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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With summer around the corner, I\u2019ve been dreaming about my next getaway. Whether you\u2019re craving adventure, history, or a relaxing beach escape, there are many incredible destinations to explore. In this blog, I\u2019m recapping some of the places I\u2019ve loved and some that are on my must-visit list (or that<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tFebruary 24, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tA Roundup of Common RRSP Myths\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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We\u2019re fully immersed in the Registered Retirement Savings Plan (RRSP) season again, and I know there are questions about what RRSPs are, how they work, whether they\u2019re the right choice for you, and how to maximize them to their full potential. I\u2019ve covered it in the past, but there are<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tFebruary 24, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tHow to Set Yourself Up for Success This Year\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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The new year always marks new starts and fresh opportunities, meaning now is the perfect time to get proactive about your finances. Taking small, intentional steps today can save you from stress down the road, allowing you to focus on your goals instead of scrambling to catch up (and let\u2019s<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tJanuary 22, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tWhat I’m Looking Forward to This New Year\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Now that we\u2019re in the new year, I\u2019m feeling recharged and ready to take on new challenges. After a December spent soaking up precious family time, creating special memories, and (let\u2019s be honest) indulging in all the festive treats, I\u2019m excited to shift gears. This time of year feels like<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tJanuary 22, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tCalgary’s Best Holiday Drinks : Ratings by Coffee Shop\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Back in October, our team covered some of the best Pumpkin Spice Lattes in Calgary, and we\u2019re back with another round for the festive season! Our little elves have been hard at work tasting all of the holiday drinks from caf\u00e9s across Calgary, from Peppermint Mochas to Eggnog Lattes and<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tDecember 18, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tRRSP and TFSA Limits for 2025\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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As we wrap up the year, it\u2019s the perfect time to check in on your financial goals and update your savings plan for 2025 and beyond. Two important numbers to keep in mind are the Tax-Free Savings Account (TFSA) and Registered Retirement Savings Plan (RRSP) contribution amounts for the year.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tDecember 18, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tChristmas Break: Fun Ways to Recharge and Enjoy the Season\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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The holidays are here, and it’s time to hit pause, cozy up, and savour some much-needed downtime. Whether you’re embracing the great outdoors, diving into a new read, or baking up a storm, this list has everything you need to make the most of your holiday break. Let\u2019s make this<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tDecember 18, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tKey Tips for Saving in Your Business\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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For many business owners, your company isn\u2019t just your career\u2014it\u2019s your baby. But as you think about the future, it\u2019s important to create a financial plan that lasts beyond your business. Building a \u201cpension-like\u201d investment through your corporation has the potential to set you up for retirement with a steady<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tNovember 26, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tIs the Purchase Really Worth It? A Senior Wealth Advisor\u2019s Guide to Black Friday & Holiday Shopping\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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As Black Friday approaches, it\u2019s easy to get caught up in the whirlwind of discounts and limited time offers. But instead of impulsively grabbing deals, taking a more tactful approach can bring long-term value\u2014especially when viewing purchases as investments, not just transactions. Repeat this back, \u201cThis is an investment, not<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tNovember 20, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tA Recap of Our Market Expert Discussion with Dr. James Thorne\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Back at the end of September, we hosted Wellington-Altus Private Wealth\u2019s Chief Market Strategist, Dr. James Thorne, at our office to chat about the current state of the market and his predictions for 2025. If you weren\u2019t in the room with us, I\u2019ve summed up the discussion, so you don\u2019t<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tOctober 29, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tThe Best Pumpkin Spice Latte in Calgary\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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I know we\u2019re already very much into autumn, which means pumpkin spice everything season is in full force! My team has taken to the caf\u00e9s to hunt down the perfect pumpkin spice latte (PSL), and we\u2019ve compiled our ratings and thoughts below. From more metropolitan coffee shops like Deville, to<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tOctober 21, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tThe 411 on TFSA Over-Contribution\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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In the past, I\u2019ve talked about and given tidbits on how to utilize and maximize the use of a Tax-Free Savings Account (TFSA), but something I haven\u2019t touched on yet is what happens when we overcontribute to our accounts. It\u2019s important that when you are putting money into your TFSA,<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tSeptember 23, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tJSS\u2019 Quick Guide of Montr\u00e9al Favourites\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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As many of you know, Montr\u00e9al is my hometown, a place that I love to go back to a few times a year. For me, it\u2019s a mixture of the nostalgia and architectural elegance that draws me in year after year. Of course, I love to visit family, but there\u2019s<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tSeptember 23, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tAll About the Mydoh App\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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As you can probably tell by my social, blog and video content, I\u2019m a big supporter of starting your financial knowledge young. Since Nate and Avrie were little, my husband Kurtis and I have educated them on smart saving and building healthy financial habits, and in today\u2019s age, there\u2019s an<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tAugust 28, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tRESP Withdrawal 101\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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With back-to-school season fast approaching (how is it already the end of Q3?!), we see an influx in requests to withdraw funds from our clients\u2019 Registered Education Savings Plans (RESPs), and the same questions come up a lot: what do I need to do to withdraw from my RESP and<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tAugust 28, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tWhat is Financial Strategy Planning?\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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When we refer to \u201cfinancial strategy planning\u201d in our business, we are simply referring to the way in which we work with clients throughout their wealth-building journey. In each interaction, we are strategic in our decision-making, assessing the current financial landscape, looking at our clients\u2019 goals and weighing out the<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tJuly 30, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tMy Favourite Patios in Calgary\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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I\u2019ve said it before and I\u2019ll say it again, I love Calgary so much in the summer. The sun is out, the flowers are in full bloom and everyone\u2019s in the mood for a patio day or park hang. We have an abundance of great patios here, so you have<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tJuly 25, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tAll You Need to Know About Blockchain and Crypto\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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In June, I sat down with the brilliant mind of Janine Moir, CA and CPA at Deloitte with over 15 years of experience. Currently, Janine acts as A&A Innovation Leader for Deloitte Canada. She is extremely passionate about technology and the impact that emerging technologies, like blockchain, are having on<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tJune 27, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tInsights Into the Capital Gains Inclusion Rate Increase\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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  I\u2019ve talked about it on my social media channels since the 2024\/2025 Canadian Federal Budget came out, but one area that has experienced significant changes is the capital gains inclusion rate. As of June 25, the capital gains inclusion rate increases from 1\/2 to 2\/3 (50% to 66.67%) for<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tJune 27, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tSome of My Favourite Summer Staycation Ideas\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Looking to travel this summer, but not quite ready to jet off to Europe on a big adventure? I encourage you to stay close to Calgary, as you might be surprised at some of the cool places you can find along the way! Staycations are a great way to get<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tJune 19, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tAll About Retirement\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Like Money Myths, there are many \u201cretirement rules\u201d that float around as people prepare for their retirement. In many cases, we ask our friends, get insights from our professional connections, but we don\u2019t always have the inside scoop from those who are working with them on a day-to-day basis. Here<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\t7 Summer Festivals for Your Warm Weather Adventures\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Things are finally warming up here in YYC and our calendars are filling up with exciting plans for long weekends and long-awaited time out of the office. Stop that lingering FOMO from summers past in its tracks and fill the gaps in your summer itinerary with some of the fantastic<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tMay 29, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tThe Dirt on Comprehensive Financial Planning\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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In May, I sat down with my good friend Margarita de Guzman, Managing Director and CEO of Circle CRM Group and The Fair Field Foundation. She is one of very few female archaeologist entrepreneurs in Canada, with over 20 years of extensive archaeological experience, and she never fails to blow<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tMay 29, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tInvesting in Housing to Invest in Yourself\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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In April, I sat down with a very talented woman and entrepreneur, Eden Simari. As an award-winning mortgage professional with over 20 years in the mortgage lending industry, she is passionate about the industry and sharing her skillset with customers to assist them in making their financial and home ownership<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tApril 24, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t6 Easy Travel Destinations from Calgary\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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As many of you know, my family and I LOVE to travel. Whether it\u2019s a bigger trip abroad or an excursion into our own backyard (hello, BC), we can often be found out and about, and I want to share a few of my favourite locations with you. As we<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tApril 24, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tMy Top Tax Tips\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Hi everyone! I know that many of you have likely already submitted your taxes, but I have some tips for those of you who haven\u2019t (make sure you set these aside for next year, too). First off, here\u2019s your friendly reminder that your taxes must be filed with the CRA<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tApril 24, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tIntroducing: My Refreshed JSS Brand\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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I first officially introduced my JSS brand in December 2020. Since then, I have grown a lot thanks to my team, Wellington-Altus Private Wealth, and most importantly\u2014you, my clients. This year, I decided to launch my new brand look on my birthday, March 5, not just a marker of another year, but a new visual chapter. I\u2019m so glad that it\u2019s finally here!<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tMarch 27, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tMyths to Mastery: 4 Money Myths Debunked\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Over the course of my career as a Wealth Advisor, I have seen money myths come and go, but many have endured through market fluctuations, investment trends and more. I\u2019m here to tell you that despite all of this, they are, in fact, money myths.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tMarch 27, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tInvestments to Support Your Hospitality Dreams\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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I recently sat down with the one and only hospitality king, Jeff Jamieson. For many years, he has been at the heart of the hospitality scene in Calgary, with businesses like Donna Mac, Proof and Vine Arts.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tMarch 27, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tThe TFSA vs the FHSA\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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There are a lot of acronyms in my industry, and I\u2019m the first one to admit that they can be extremely confusing. Today, I want to break down a few of them that I have been recently talking about on my Wealth With Julie Instagram, because they\u2019re crucial accounts that are great to know about in helping you build your wealth.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tFebruary 28, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tThe Cost of a Future: Preparing for a Fertility Journey\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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In February, I sat down with Dr. Jane Levesque to chat about how to best prepare for a fertility journey and the finances that come into play when couples embark on this journey together.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tFebruary 28, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tStarting Young: The Future Generation Alpha Entrepreneur\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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In January, I sat down with my very own kids, Avrie and Nate, to talk about budgeting and investing for kids\u2014from when kids should start, to whether or not pets like hamsters are a good investment. I might be biased, but I think it was a pretty hilarious session.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tFebruary 28, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tMy Favourite Calgary Speakeasies\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Recently, I found myself at Charlie\u2019s Watch Repair, a new speakeasy hidden behind one of Calgary\u2019s newest restaurants, Salt & Brick. There\u2019s something about specially curated cocktails, dim lights, cushy seating and a hidden entrance that has us all intrigued.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tFebruary 28, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tMy Favourite New Year Success Tips\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Starting off a new year most likely means having your sights set on new goals and dreams! Like anything, in order to get there, you need to set yourself up with a great plan of action. It\u2019s the little habits that can make a big difference. You may see a few of the same tips that I\u2019ve shared before, but that\u2019s only because I think they\u2019re SO important. Without further ado, here are my favourite simple tips I\u2019d recommend for setting yourself up for success in 2024!<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tFebruary 5, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\"Introducing<\/div><\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tIntroducing Our 12 Months of Giving Project\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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In January, we look back on the previous year. December is the season of giving, associated with compassion and empathy. But what about January, February, and so on? While I love the amount of giving that is done in December, I always consider where support and funds are going the other 11 months of the year too. Cue The 12 Months of Giving Project!<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tFebruary 5, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\"Holiday<\/div><\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tHoliday Balance Not Budget\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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As another year ends and a new one begins, I always like to focus on balancing versus budgeting, especially throughout the month of December. During a month that can be expensive for many, balancing your finances now can help reduce a lot of stress later. By getting into a routine habit of balancing and not budgeting, you are setting future you up for success. In this mindset shift, I recommend balance across the board, from finances to life commitments. Read on for more!<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tDecember 15, 2023\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t
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