Julie brings over 20 years’ experience to her current role as Head of Wealth Planning and Practice Management at Manulife Wealth. Prior to her current role, Julie held multiple leadership roles at large financial institutions in financial planning, portfolio analytics, relationship management and sales. Julie is a Certified Financial Planner (CFP) and has an MBA from Dalhousie University. She also holds a Fellow of the Canadian Securities Institute (FCSI) designation.

Julie is a subject matter expert in financial planning and has extensive experience transforming financial planning platforms to help advisors evolve through education, expertise, and technology. As the Chair of the Standards Panel at FP Canada, she brings her passion for the profession to provide direction on the evolution of standards and rules. Julie is also a public speaker and educator has been a guest on BNN Bloomberg, CTV News and quoted in various print media outlets.