Over the last 16 years, Julie has dedicated the entirety of her professional career to helping private clients achieve long-term success through the creation of tailored financial strategies. As a Senior Investment Counsellor, she continues to enjoy learning about clients to help them make sound long-term financial decisions. Through her empathetic approach and meticulous attention to detail, Julie builds collaborative relationships with her clients and aims to provide simplification and peace of mind through her advice.
With a lifelong focus on education, Julie completed her finance degree from Mount Royal University in Calgary along with several advanced financial designations. As a continuation of this theme, Julie sees great importance in educating youth and raising awareness on financial literacy and has helped pioneer several of RBC’s Financial Literacy Programs over the years. Additionally, Julie has found great fulfilment in drawing on her expertise to provide financial guidance to families impacted by cancer through her volunteer work at Wellspring Alberta.
Time away from work is focused on family where Julie enjoys travelling and spending time outdoors with her husband, and their two young children.
