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Julie Fitzpatrick

Investment Advisor

  • CPA, CA

"Our discovery and wealth management approach is driven by what matters most to you"

The foundation of our relationship will be understanding.  Through understanding your unique lifestyle and financial goals, together we will develop a personalized and comprehensive wealth plan to comfortably meet these goals.  Life is not static; therefore, we will review this plan regularly to ensure your needs are met throughout all of life's transitions.  I will be with you each step of the way.

As I hold CPA and CA designations, I will draw on my diverse financial and professional experience, while leveraging and working closely with additional highly qualified TD Specialists as required, to offer a comprehensive solution to meet your specific needs. Together, services offered include:

  • Business Succession Planning
  • Tax Management
  • Insurance Planning
  • Will & Estate Planning
  • Charitable Giving Strategies
At its core, my practice is focused on developing a relationship and providing you with a friendly, comfortable and supportive experience while planning for your financial future.

If this approach sounds right for you, please do not hesitate to contact me.

ADDITIONAL CONTACT

Toll Free: 1(800) 341-7778
Branch Office: (506) 646-1120
Branch Fax: (506) 646-1127

LANGUAGES

English, French

EDUCATION

Atlantic School of Chartered Accountancy, University of New Brunswick Saint John

COMMUNITY INVOLVEMENT

YMCA of Greater Saint John, Dr. David Stephen Memorial Foundation, CPA New Brunswick (Saint John Chapter)

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REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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