Julie Fortin has over 25 years of financial industry experience and began working with RBC Dominion Securities in 1997, after having spent 6 years with RBC Royal Bank. Julie graduated from the University of Ottawa in 1995 with a Bachelor of Commerce, and is fully bilingual. Julie’s main focus is to ensure that every client receives the best Wealth Management Service experience. This includes guiding clients through our comprehensive financial planning process, as well as facilitating insurance reviews and will & estate consultations with our in-house experts. She will also be meeting with, helping, and supporting a number of clients, working closely with Patricia and Charles-Antoine.
Julie brings a high level of client service & administrative experience to our clients and managerial experience to our team through her tenure with RBC DS and from her prior role as a Branch Operations Manager. She is a National Branch Operations Manager winner, recognizing hard work, determination and excellence across the entire firm.
Julie grew up in a small town in Eastern Ontario, and currently resides in the Ottawa region with her husband. They have two young adult children. She enjoys long walks with her much-loved Miniature Pinscher “Cooper”, curling, travelling and spending quality time with her family and friends at the cottage.
