Julie has been in the Financial Services industry since 1999. She believes nothing is more personal than a family’s wealth and wellbeing. In her former life, she worked for an Investment Firm and a Canadian Bank. This experience has helped her understand the needs of clients from many different perspectives. She wants to know clients’ aspirations and how they want to live life to the fullest. Forever a conservative investor, she regards safety and security as a very important aspect of the wealth planning process.
Julie graduated from the University of Manitoba with a Bachelor of Commerce degree and has lived in Calgary since 1996. Her passion is talking with clients to make sure she understands them fully. She wants to earn their trust and be the first call when something changes in their life.