Julie Shipley-Strickland Wealth & Risk Management

Julie Shipley-Strickland Wealth & Risk Management CERTIFIED FINANCIAL PLANNER®

Senior Wealth Advisor & Associate Portfolio Manager at Wellington-Altus Private Wealth

Through heart-led conversations, Julie Shipley-Strickland empowers clients to build and preserve wealth. Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. © 2020, Wellington-Altus Private Wealth Inc.

I couldn’t let National Dog Day pass without giving a shoutout to the MVP of our fam - the one who always keeps us smili...
08/27/2026

I couldn’t let National Dog Day pass without giving a shoutout to the MVP of our fam - the one who always keeps us smiling and on the go. 🖤 We just can’t imagine life without him and are so looking forward to the years to come.

According to our last Wellington-Altus Quarterly Newsletter, the markets have shifted quite a bit over 30 years. Though,...
08/23/2026

According to our last Wellington-Altus Quarterly Newsletter, the markets have shifted quite a bit over 30 years. Though, this is not surprising!

The market looks completely different today than it did three decades ago. As those in the industry, we continuously track these shifts to protect and grow capital.

Here are four major changes you might want to make note of!

Faster Trading: The average stock holding period dropped from 8 years in the 1970s to just 7 months today.

Fewer Public Stocks: The number of publicly listed companies has shrunk by about 50% since the mid-1990s as more businesses stay private.

More Investors: Market participation is booming. The US (55%) and Canada (50%) lead the world in households that own stocks.

Greater Wealth Impact: A rising tide lifts all boats. Equities now make up a much bigger slice of total household wealth.

The takeaway? With faster markets and fewer public companies, having a personalized, long-term wealth strategy matters more than ever.

As a parent, I’ve always felt it was my responsibility to teach my children the fundamentals of finance to ensure they’r...
08/19/2026

As a parent, I’ve always felt it was my responsibility to teach my children the fundamentals of finance to ensure they’re well set up for adult life. We know that successfully managing your money starts with the habits that you form early on in life, meaning it’s never too early to start prepping your kiddos.

Recently, I wrote a blog where I broke down a roadmap for what you can teach them based on each stage of childhood, from 3-7, 8-12, 13-17 and 18+. To read the full blog, tap the link in my bio! 💙

This is exactly how I feel about summer, and to be honest, life. When did the years start going by in blinks?!
08/11/2026

This is exactly how I feel about summer, and to be honest, life. When did the years start going by in blinks?!

With summer in full force, we find ourselves out and about later into the day, spending more money on activities, food, ...
07/27/2026

With summer in full force, we find ourselves out and about later into the day, spending more money on activities, food, and more. This season is a great time to sit down, re-evaluate your budget, and shift your priorities to saving. Can you go for a long walk instead of a long dinner with a friend? Maybe a park picnic instead of spending the evening at the theatre?

You can do this with your own finances, while also teaching your kiddos about saving in the summer. As they tackle their chores and are awarded their allowance, you can encourage them to save for the winter months when it’s harder to get outside and enjoy the benefits of summer. As they continue to save, they are building their own legacy, embracing financial independence at an early age (when this isn’t necessarily required).

After all, they say a new habit takes 66 days to form. Start now!

ITFs, or In-Trust-For Accounts are informal trusts that allow parents, grandparents, and adults to save for kids’ future...
07/24/2026

ITFs, or In-Trust-For Accounts are informal trusts that allow parents, grandparents, and adults to save for kids’ futures. These are non-registered and possess no contribution limits, meaning guardians can utilize these after the RESP is fully funded. Since it is informal, the funds can be used for anything, from university to a kid’s first car, and the ownership of the ITF legally belongs to the child. 💭

While there are many benefits to this kind of account, there are a few drawbacks that need to be considered before opening one. The first is that because an ITF belongs to the child, they have the ability to take control of the assets when they reach the age of majority.

Another drawback is that not all income gets taxed to the child. If I’m breaking it down simply, interest and dividends are often taxed to the contributer, while capital gains are taxed to the child. It’s important to discuss tax mitigation and planning with your financial professional prior to investing funds to ensure all aspects are understood.

Something to think on if you’ve been curious about other ways to save and invest for your children, and if you need any guidance or have any questions, reach out to your financial advisor!

Every year during Stampede, we take a day off with our team to toss on our boots, hit the grounds, and attend the rodeo ...
07/20/2026

Every year during Stampede, we take a day off with our team to toss on our boots, hit the grounds, and attend the rodeo (followed by the tents, of course). Here’s a pic from our team culture event this past Stampede Season.

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Another Bank of Canada announcement in the books for 2026. Today, the BOC reported that they are holding the interest ra...
07/15/2026

Another Bank of Canada announcement in the books for 2026. Today, the BOC reported that they are holding the interest rates at 2.25%. This means that the bank is taking a cautious approach as it monitors inflation and economic growth in the months ahead.

Currently, inflation remains above target at 3.2%, largely due to higher gas prices caused by ongoing conflict in the Middle East. The current rates are balanced to support economic growth while guiding inflation back down to 2% (the BOC’s target). Yes, economic conditions are improving, but uncertainty remains around global events, energy prices, and US trade policy.

Our next update is slated for September 2nd. Meet me back here for the details.

Stampede season was a busy one for our team! On the first Friday, we hosted many of our clients for our annual parade da...
07/15/2026

Stampede season was a busy one for our team! On the first Friday, we hosted many of our clients for our annual parade day party, and what a celebration it was. Since our office is located just off the parade route, it provides an amazing spot for us to kick off a fun 10 days with some of our closest partners and long-term clients. Here’s a glimpse into what we got up to.

Principal Protected Notes - we’ve heard about PPNs, but what are they actually? I’m here to sum them up, so you have les...
07/09/2026

Principal Protected Notes - we’ve heard about PPNs, but what are they actually? I’m here to sum them up, so you have less questions and more answers. 👀

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Calgary, AB
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