Julie Lange, FCSI, CIM

Julie began her career in the investment industry in July 1987.  She credits the financial crisis of October 1987 -so early in her career – with providing her with an excellent education of both the markets and human nature.  This experience provided Julie with the tools and understanding of how best to assist clients to navigate both.

The Scotia Wealth Management office in Belleville was established by Julie in 1998 with the goal of building a team to reflect her beliefs and ideals: first and foremost, to serve the interest of clients.

Julie is a Portfolio Manager with a deep knowledge of financial markets and a profound commitment to supporting clients. She is the Branch Manager of both the Belleville and Lindsay Scotia Wealth Management Branches.

Julie is passionate about showing her clients how they can achieve their goals and she has a genuine interest in understanding each individual financially and more importantly, personally.

Julie and her team will craft a plan specifically tailored to the client’s needs and goals.

An active member of our community, Julie was most recently invested as Honorary Colonel, 8 Wing CFB Trenton on January 19, 2023 having previously held the title of Honorary Colonel of 436 Squadron, 8 Wing CFB Trenton for 4 years.  Julie is a current governor at Loyalist College. Previous involvements include Chair of Quinte Hospice , Treasurer and board member of Trenton Memorial Hospital, BGH Fundraising Campaign as well as being the founder of Helping Hands, a program within The Quinte Children’s Foundation to help at-risk newborns and mothers.  Julie was named a Guardian Angel for her compassionate support of this organization. She is always ready to pitch in on important efforts, big and small.

Julie and her husband, Ric live on a farm in Quinte West and are lucky enough to have children and grandchildren living very close by.

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