Julie joined RBC Dominion Securities in 2002, and her personal approach to clients allows to her better meet their needs. In her current role, Julie is responsible for trading and portfolio rebalancing, wealth management support, liaising with accountants and client service.
Clients appreciate Julie’s quick response to requests, her ability to answer their inquiries and her easygoing nature. Her career in Finance started as a teller with CIBC, where she honed her communication skills.
She has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH) and Wealth Management Essentials (WME) from the Canadian Securities Institute. Outside of work, Julie stays active, enjoys the outdoors and spends quality time with her husband, Jason, daughter, Payton, and son, Jackson, and friends.