B.A., PFA, MFA-P
705-915-0200 ext 200
Julie’s frank and honest nature helps her develop strong relationships with her clients. Building on a foundation of trust and integrity, Julie’s specialty is corporate insurance strategy implementation.
Julie’s passion for the financial services business comes from personal experience. When Julie’s first husband died suddenly leaving her to raise their young son alone, she learned, the hard way, the value of a sound financial plan. Knowing the ‘family market’ segment of the population are already served through multiple sources, Podium Prosperity Group has specialized and become known for their expertise in working to secure the future of incorporated business owners. Says Julie, “We help business owners prepare for ‘what if’ scenarios – not only, what if things go horribly wrong but what if things go really, really right.”
Julie, a believer in lifelong learning has achieved the Professional Financial Advisor (PFA) and Certified Cash Flow Specialist (CCS) designations. She is currently working towards the Master Financial Advisor – Philanthropy (MFA-P) designation.
Committed supporters of community and athletic organizations and competitions, Julie enjoys an active lifestyle in Barrie, ON.