Maximize Your Wealth, to Maximize Your Life!
Our Services
Maximizing, Protecting & Simplifying Your Wealth
*Investment Advisory Services are offered through WealthMax Financial - a tradename of Aligned Capital Partners Inc.
See what our clients are saying...
- We have been clients with Julie since 2006 as our financial advisor on the recommendation from our accountant. We feel that she has greatly helped us with all our...
For many years we had our portfolio with a major banking institution in Canada and asked to have our portfolio reviewed to make it work better for us as we were paying the large amounts of…
I met Julie at a seminar at the Glenway Golf and Country Club. I was very impressed with her presentation and scheduled a consultation shortly thereafter.
Julie is not only warm and…
I have been a client of Julie's since 1995 and have always been so impressed by her dedication to her clients as well as her knowledge of investment solutions.…
Latest Articles
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Diversification is Key
As with many retirement savers, it took two major stock market events (Global Financial Crisis, Global Pandemic) to convince Adam and Sonya that trying to 'time the market' or pick specific sectors was a costly exercise in futility. But, with the...
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Financial Strategies & Divorce
History tells us about half of marriages in Canada end in divorce. Andrew and Sara are about to end theirs and are concerned about the changes that will have to be made to their financial and estate plans. Some financial and estate issues they need...
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Estimating Retirement Expenses
By far one of the most crucial financial strategy steps is accurately estimating retirement expenses. Correctly accounting for retirement living expenses is critical to ensuring that retirees do not outlive their money. For those already retired...
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At Wealth Maximization Group, our clients are like family.
Get to know our team by booking a free discovery call with Julie.
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