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With her keen attention to detail, Julie’s primary responsibilities as an Investment Advisor include wealth planning, investment research and portfolio construction.
Julie holds a Bachelor of Business Administration from Simon Fraser University and has earned the Chartered Investment Manager (CIM®) designation. As a Level 1 Certification in Financial Planning holder, Julie is committed to delivering and executing comprehensive wealth plans for The Bayswater Group.
Prior to joining our team, Julie worked with RBC Dominion Securities as an Associate Wealth Advisor for seven years, where she won multiple awards for business growth, colleague feedback, notable client experiences, branch leadership and community spirit. Before that, Julie worked with Investors Group and PRG-Schultz International.
Born and raised in White Rock, Julie now lives, works and plays in Vancouver. She is a health and fitness enthusiast who enjoys weight training, Bikram yoga and hiking the local mountains. When she is not working on her fitness, you can usually find Julie out and about enjoying delectable cuisines with an exceptional glass of B.C. wine.
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
Take a Hike Youth at Risk Foundation, Sharing Farm
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.