After graduating from the Financial Management Program at BCIT with a Personal Finance Diploma in 1996, Julie began her wealth management career. She joined RBC Dominion Securities in 1999 and has attained her Chartered Investment Manager (CIM), Financial Management Advisor (FMA), Financial Planner and Chartered Strategic Wealth Professional (CSWP) designations as a result of her investment in education and is a fully licensed representative.
Julie focuses on providing you with a wide range of wealth management services, including assistance with financial, tax, retirement and estate planning. She will help you develop a personalized wealth management plan and review it with you on a regular basis to keep it on-track. She also builds customized investment portfolios tailored to your specific situation.
Julie enjoys golfing, cycling, hiking and gardening. She was born and raised in Coquitlam where she still lives with her three children, Clare, Anna and John and partner Mike. Julie also serves on the Board of Directors for the ALS Society of BC.
