With almost 20 years of investment industry experience, Julie is dedicated to delivering expert wealth management advice and knowledge to clients. Julie's clients benefit from her ongoing professional development and truly comprehensive expertise in wealth management and financial planning. By meeting stringent accreditation, Julie is a Certified Financial Planner (CFP), allowing her to deliver the highest level of financial planning advice to clients with sophisticated financial needs. This is one of the most highly esteemed designations available in the investment industry.
As a firm believer in ongoing education, Julie has completed the Professional Financial Planning course through the Canadian Securities Institute, which allowed her to achieve the Financial Management Advisor (FMA) designation. She has also completed her Bachelor of Business Administration (BBA) degree through the University of British Columbia.
Julie harnesses her expert knowledge and years of experience to develop comprehensive wealth management solutions for her clients. Julie’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who require solutions for broad and complex wealth management needs.
Originally from Kelowna, Julie has called Vancouver home since 2009. Julie spends her spare time either on a plane to visit somewhere new or else walking with her dog Bailey on various hikes or pathways in the city.