Supporting the Family Office Practice and the Private Client Group, Julie provides clients with comprehensive financial plans while working with portfolio managers to achieve clients’ tax, estate, retirement, education, planning goals and objectives.

Over the past seven years, Julie has acquired a diversity of experiences working with high-net-worth clients and families managing their wealth. While working as an associate at RBC Dominion Securities, Julie first discovered her interest in financial planning and she brings that passion to her work at First Avenue, delivering exceptional service to the firm’s clients.

Julie is a Chartered Investment Manager and Certified Financial Planner and holds a Bachelor of Arts in Economics from the University of Western Ontario.

Outside of work, Julie enjoys capturing life moments through her camera lens, visiting art exhibitions and spending quality time with her family and friends.