It's Your Future. Let's Build It !

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 financial. . . (More)

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. . . (More)

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. . . (More)

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. . . (More)

Julie is a very conscientious and knowledgeable financial planner who always puts her clients’ interest first. Unlike other financial people.. . . (More)