With more than 25 years of experience in financial services, Julie draws on her depth of knowledge and expertise to help you build and protect your wealth. She is committed to building strong relationships with clients and gaining a thorough understanding of what they need on a personal and business level. One of her strengths is the ability to walk her clients through complex situations so they fully understand the implications for their finances.
She enjoys learning what each client’s goals are in life and in business, and understanding their financial behaviours so she can help them create plans that meet their short- and long-term objectives.
A graduate of Capilano University, Julie has a diploma in Business Administration and Management. She has also earned the Certified Financial Planner (CFP) designation, an advanced industry credential.
A lover of the outdoors, Julie spends her spare time biking or hiking in the trails of the North Shore mountains. She also loves to travel and participate in humanitarian efforts when and where possible.