Education:
BA Mgmt. Econ., University of Guelph
Julie works closely with her clients to construct a portfolio that takes into account the individual's goals, means, objectives and risk tolerance. She stresses a long-term approach to investing and emphasizes investment planning to help her clients determine their investment needs and risk tolerance.
Julie enjoys spending time with husband and two sons. Her many hobbies include hiking, skiing and camping. Julie is a passionate supporter of several charitable organizations.