Julie Hurtubise
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Senior Investment Advisor
CIM®
B.Comm.
Wealth management that evolves as your needs, priorities and circumstances change over time
Phone
Office Location
Julie has always enjoyed following the markets. Financial services fascinate her. Her passion for finance combined with the interpersonal relationships she develops with her clients makes her an attentive and dedicated advisor.
Julie has been with TD Bank Group since 2005. Having graduated from John Molson School of Business and holding a Chartered Investment Manager (CIM ®) designation, she quickly began cultivating a well-established and diversified clientele. In 2008, Julie transitioned to TD Wealth where she has worked a variety of roles. Having been exposed to a broad range of experiences within the division, she quickly acquired all the tools necessary to optimize the management of your wealth.
"Listening to the needs of my clients is the fundamental pillar of good wealth management" she says. In the vibrant modern era of living, she understands the complexities of today's families. In collaboration with TD specialists, elaborate tax strategies, individual investment objectives, comprehensive estate plans are some of the wide range of services she provides for her valued clients.
Julie is an active and energetic woman. With her never ending compassion for her clients, she frequently goes above and beyond to ensure client satisfaction. Her active lifestyle doesn’t stop once she leaves the office. Frequently found encouraging her children in their various sports activities, she also enjoys seasonal activities such as rowing in summer or cross-country skiing in winter.
Hurtubise Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Certificates
CIM®
B.Comm.
Languages
French
English
Education
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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