Meet The Team

Client Service Associate

Julie graduated from Concordia University in 2008 with a bachelor’s degree in Commerce, Finance major, Accounting minor.  She has worked for two major retailers as a merchandise planner and pricing analyst and was responsible for multi-million dollar budgets with strict deadlines and minimal room for error.  Julie joined the Lobe Wealth Management team in 2011 and her primary roles are client reporting and business planning as well as spearheading client service initiatives.  “We simply could not put out the superior reporting and client contact pieces that we do without Julie” says Jason.  “Our asset allocation templates, our quarterly portfolio reviews, and our unique spreadsheets tailor made for each client are what really separate us from the pack.”