Julie Morrison brings a wealth of experience to her role as a Senior Investment Counsellor with RBC PH&N Investment Counsel, where she provides discretionary investment management services to high-net-worth clients and families.
Prior to joining the firm in April 2015, Julie held the role of VP, Private Client at Highstreet Asset Management where she worked directly with private clients, foundations, and pensions as a Senior Investment Counsellor for almost 13 years. She also held a Senior Associate position on an investment team in the brokerage industry where she worked directly with high-net-worth investors and solutions.
Julie holds the Chartered Financial Analyst (CFA) designation and is a member of the Toronto Society of Financial Analysts and the CFA Institute. She is a native Londoner with deep roots in her community where she is an active member having served as a past board member of Western Area Youth Services and Arbour Glen Day Nursery. Married with two children, Julie spends her spare time with family and friends.
