Julie Brouillette started her career in the industry in 2007 in Montreal. She joined RBC Dominion Securities in September 2012 in her hometown of Quebec City and launched her practice in 2014, focusing primarily on High-Net-Worth and Ultra-High-Net-Worth families in Quebec and Ontario.
With over 16 years of extensive experience in the field, Julie is responsible for the decision-making framework surrounding asset allocation, the design and evolution of custom portfolio strategies, as well as their implementation. She is also in charge of client relationships and the integration of various wealth management plans conducted by our experienced specialists from RBC Family Office Services.
Julie is a CFA Charterholder (CFA Charter, 2014, CFA Institute) and is a member of CFA Quebec. The CFA designation is globally recognized and attests to the success of its holders in a rigorous study program in portfolio management and research. Julie also holds a license in the options and futures market. She is also a Bachelor of Business Administration from the Université du Québec à Montréal, with a concentration in Finance.
Outside of work, Julie is the dedicated aunt of her adorable nieces and nephew: Anne-Sophie, Mathilde, and Antoine. She is also an avid reader and has a particular interest in the changes resulting from technological and scientific breakthroughs, as well as astronomy.
