Julie brings over 25 years’ experience to her current role as Head of Wealth Planning 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 is regularly consulted by education providers and industry associations. She was awarded the FP Canda Fellow Distinction for her contributions to the profession, as well as being recognized as Wealth Professional’s Top 50 Leading Women in Wealth.  Julie is also a public speaker and educator has been a guest on BNN Bloomberg, CTV News, featured in the Globe and Mail, and quoted in various print media outlets.