Julie Shipley-Strickland Wealth & Risk Management

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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.

05/22/2026

Legacy. It’s a conversation that I have with each of my clients, gaining better insight into their goals, motivations, and the imprint that they want to leave on this world. Often, as you can imagine, a centrepoint of these conversations is family - how do we support them for generations to come? Can we invest now to give our kids runway as they mature?

For many, education is a way to leave a valuable, lasting legacy. In other words, investing in the next generation! Opening an RESP early is a great starting point, along with setting up a trust account. Our goverment gives us lots of options, and future generations will thank you for being forward thinking.

05/10/2026

Ahh Mother’s Day, an amazing reminder of all of the things that the moms in our world do to take care of us. 🖤 Being a mom to Nate and Av has been one of my biggest accomplishments, a journey that I learn from every day. But we all know the facts - tackling all of the activities, navigating through all of the emotions, and teaching our kiddos good habits is hard work!

Big kudos to all of you moms out there. I see you. 📣

05/05/2026

Today, I’m talking about the connection between permanent life insurance and tax planning. We get questions about this a lot, and the reality is that you can use life insurance for tax-efficient growth. Swipe to find out more.

In addition to the points list in the slides, you can preserve wealth throughout generations. Since the death benefit is tax-free and avoids probate, the portion of your wealth passes intact to your heirs. When planning, make sure you’re watching out for the following considerations that can trigger taxes: withdrawing more than the policy’s ACB, cancelling the payout and receiving a payment above the ACB, letting a policy loan lapse, and having no beneficiary.

Permanent life insurance can be one of the most flexible and powerful tools available to you in Canada. The key is structuring the policy correctly, so you maximize tax‑deferred growth and avoid unintended taxable events.

04/30/2026

The latest Bank of Canada Update is here. 📣 There’s been a lot going on globally, and as you can imagine, these events can have a big impact on our rate changes.

Yesterday, the BOC held the policy rate steady at 2.25%, but the message was anything but neutral. Governor Macklem highlighted two-sided risks:
1) Inflation pressures are creeping back, largely due to higher energy and food costs
2) At the same time, global uncertainty (the Middle East conflict and US trade risk) could slow growth

Put simply, these rates are on hold for now, but the Back of Canada is prepared to move in either direction depending on how energy prices and global trade play out.

This matters because inflation is expected to average 2.3% in 2026 and elevated oil prices help Canada as an exporter but hinder household budgets. The Bank of Canada could cut rates if growth stalls or potentially increase them if inflation becomes persistent.

04/29/2026

My clients’ futures each look a little bit different due to varying motivations, responsibilities, inspirations, and overarching goals. However, one commonality is that many of them are taking steps to grow their wealth to support more travel - whether it’s saving for a big family trip, purchasing a vacation home, or investing in a new rental property.

Over the last year or so, I’ve had clients set their sights on places like Mexico, Belize, Kelowna, Invermere, the U.S., and more. There have been lots of warm weather destinations in the books, but also many locations that are slightly outside of Calgary.

I feel honoured every day to be on this journey alongside them, and it’s always so amazing seeing their vision come to fruition!

04/27/2026

A reflection on some special family time as of late. Earlier this month, I took some much needed time away from the city and replenished my Vitamin D stores with the fam. I’m honestly convinced that a little R&R and some sun (bonus if you combine the two!) can cure just about anything. ☀️

Here’s what we got up to!

04/01/2026

If you’re an entrepreneur, there are lots of ways that you can utilize your corporation to make the most of your taxes. In many cases, it makes more sense to save into your business versus personally. I’ve broken it down for you here!

03/18/2026

I’m here with your latest BOC update! 📣 The Bank of Canada kept its policy rate at 2.25% today, pointing to rising global uncertainty driven by the conflict in Iran and increasing energy prices.

Despite the potential for short‑term inflation pressures, the Bank says its current stance remains appropriate and future decisions will depend on how global conditions evolve. They’ve noted that the path forward depends heavily on global developments, and with the uncertainty, experts say we can expect to see some volatility in the markets.

Though, much like previous years and global situations, this isn’t the first time we’ve experienced market volatility. As we’ve done before, it’s important to remember these helpful tips:

1. Stay calm and avoid emotional decision making when it comes to our investments during these situations.

2. Patience is key in navigating these markets and situations.

3. Review your portfolio, and make any adjustments as needed, but stick to your long-term plan.

Finally, consult your financial professional for any questions you may have. We’re always here to help!

03/08/2026

Happy International Women’s Day! ✨ For the last couple of years, I have spent a week in the sun with some of my favourite female entrepreneurs on a retreat with . I always come back feeling refreshed and excited, ready to kick off some new initiatives after learning from the amazing women in our community.

Here’s a little snapshot of what we’ve been up to over here. It’s crazy what amazing things we can do when we invest in each other.

And finally, I’m so proud of all of us for taking this time for ourselves - it’s not always easy, but we’re making it happen.

WomenInFinance

03/05/2026

Tonight, I’m celebrating another trip around the sun with my fam before I head off on a long-anticipated trip to Mexico. 🖤 As I got ready this morning, I reflected on the last year and was proud of how I treated my focus like capital. Allocating my time wisely allows me to keep showing up for myself and those who surround me.

In this next year, I just know I’ll learn so much more.

Address

301, 322 11 Avenue SW
Calgary, AB
T2R0C5

Website

https://advisor.wellington-altus.ca/julieshipleystrickland/

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