Julie Shipley-Strickland, Senior Investment Adviser, Wellington-Altus Private Wealth (Episode 314) | 12 August 2021 episode artwork

EPISODE · Aug 13, 2021 · 1H

Julie Shipley-Strickland, Senior Investment Adviser, Wellington-Altus Private Wealth (Episode 314) | 12 August 2021

from Calgary Business Podcast · host Allen R. Wazny

Several key take-aways from this podcast include:  Fintech and traditional banking will remain in place to give people the option to choose (not “or” but “and”)  Traditional investing methods (via broker) and new self-trading platforms (such as Questrade) will provide individual investors with the options to do both  Keeping up with rapidly changing investment landscape requires a lot of reading, being open, selective podcasts, short and efficient articles and most importantly, relying upon experts (such as investing in digital assets like Crypto-currency)  To learn more about Julie Shipley-Strickland and her work as a wealth advisor, click on one or more of the links below:  §§§  LinkedIn Profile | https://www.linkedin.com/in/julie-shipley-strickland-8a435347/  Website | https://advisor.wellington-altus.ca/julieshipleystrickland/  Email | [email protected]  §§§  Wellington-Altus | https://www.wellington-altus.ca/ §§§ Investments | Insurance | Retirement | Post-Retirement | Wealth Management | Financial Security | | Trust | Piece of Mind | Education | Emotional Journalism | Investing | Money Management | Savings | Freedom-55 | RBC | Royal Bank of Canada | Wisdom | Mid-Life Wisdom School | FinTech | Chip Conley | Gary Vaynerchuk | Risk Management | Sir Ken Robinson | Masters of Scale podcast

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Julie Shipley-Strickland, Senior Investment Adviser, Wellington-Altus Private Wealth (Episode 314) | 12 August 2021

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