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 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.
With her endless drive to provide the best for her valued clients, Julie was appointed the Vice-President title within TD Wealth Private Investment Advice division in 2019. "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.
Julie leads the Hurtubise Wealth Management Advisory Team