Bring your money goals to life in 2022.
Imagine... financial freedom, confidence in your investments and your money working for you - without sacrificing your lifestyle.
Inside my six-module wealth building course you'll be guided to create more confidence with your money and be given the tools to reach your financial goals faster. Join my waitlist to be the first to find out when the Prosperity Playbook is live.
Hi, I'm Julie
Passionate, forthright and dynamic, I build strong relationships with my valued clients by understanding their goals, supporting their concerns and providing thoughtful and strategic solutions.
As a Senior Investment Advisor with Wellington-Altus Private Wealth and a Senior Insurance Advisor with Bergh Tatomir & Associates, Julie provides independent investment advice, financial planning, insurance solutions and clear guidance to entrepreneurs, executives and their families.
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And, as a bonus you'll receive my FREE guide to grow your TFSA account to over 6 figures, increase your profitability and gain confidence in your investments 💸
