Julie began her career in the financial services industry in 1987 on the eve of the infamous Black Monday crash of ’87 – an invaluable lesson for Julie on the importance of preservation of capital and asset allocation. During her earlier years, Julie attained her FCSI*, CIM, options and insurance licences and Director designations. In 1998 Julie was approached by ScotiaMcLeod to open a branch in Belleville and accepted their offer with a view to building a branch and a team that would reflect her beliefs and ideals and thus best serve her clients.
Julie has worked with Ellie Bridle since her first day in the industry; it was Julie and Ellie who opened the new ScotiaMcLeod branch on South Front Street.
Every year, ScotiaMcleod recognizes and rewards the significant contribution of its top performing advisors. Since the early years of the branch’s opening, Julie has been honoured as a member of ScotiaMcLeod’s prestigious Chairman’s Council, for her quality of business and long-term contribution to the organization.
Julie is an active member of her local community, with special interests in the elderly, children and sports.
*The designation of the Fellow of the Canadian Securities Institute (FCSI) is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. This designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the financial services industry and one that Julie has held since 1992.