As an associate portfolio manager at Ascendent Wealth Partners, Julia supports Bruce Leboff and his clients in developing and implementing comprehensive wealth planning strategies to ensure that clients have an integrated approach to their wealth management needs.

Julia has over 15 years of experience in building relationships with clients and their professional advisors, providing investment and wealth management solutions that align with the unique needs and objectives of each family. Most recently, Julia served as a Vice-President at a leading Canadian wealth management boutique. Julia is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM). Julia also holds a Doctor of Economics degree and a Bachelor of Economics degree from V. N. Karazin Kharkiv National University, as well as a Bachelor of Computer Science degree from Kharkiv National University of Radio Electronics.

Outside of work, Julia enjoys spending time with her partner, Aaron, and their daughter, Anastasia. She also likes playing piano, singing, travelling, and living an active lifestyle.

Contact me
  Email me