Find a CEA

Mutual Fund sales representative

Insurance Planning for individuals & small business

Providing independent advice to help you confidently make your financial decisions.  Experienced professional advice with solutions to your investment, insurance, lending, and financial planning needs.  As a Certified Financial Planner with additional designations, and experience in different areas of the financial industry, you can be assured you're making the right decisions for your future.

I am a financial advisor for over 11 years and I am very passionate of helping individuals and families achieve their financial goals, by providing advice on investment planning, tax planning, retirement planning, and inter-generational wealth transfer planning.

As a Financial Advisor and Financial Planner with the CFP®, and CEA® designation, I help successful individuals, business owners, and families navigate important financial decisions with confidence. I believe meaningful financial planning starts with understanding what matters most to you and building a strategy that supports your goals, values, and vision for the future.

You may have spent years working hard, building your career, growing your business, or accumulating wealth, but coordinating all the moving pieces of your financial life can become increasingly complex. That's where I come in. By working together, we can bring clarity to important financial decisions and develop personalized strategies for retirement planning, investment planning, tax-efficient strategies, estate and legacy considerations, and risk management.

My approach is centered on building long-term relationships and helping you stay focused on what matters most. Whether you're preparing for retirement, navigating a significant life transition, planning for future generations, or simply looking for greater confidence in your financial direction, my goal is to provide thoughtful guidance and support along the way.

Earning the CFP® designation reflects my commitment to comprehensive financial planning and ongoing professional development. It allows me to provide guidance across a broad range of financial topics while keeping your long-term goals at the center of every conversation.

Outside of work, I enjoy staying active through hockey and spending time exploring new destinations with my wife. Travel has given me the opportunity to experience different cultures, perspectives, and ways of life, which has shaped how I connect with people and understand what's important to them.

I am grateful for the opportunity to serve families and business owners in our community and help them pursue the future they envision. If you'd like to learn more about my approach or discuss what's most important to you, I'd welcome the opportunity to connect.

We provide accounting, taxation and financial planning services to real estate investors.

Making the right moves

Whether it’s an individual, a large corporation or something in between, we’re always striving to improve the bottom line, but oftentimes knowing how best to do it can be a daunting task. Making the right moves means having to stay abreast with an ever-changing array of financial products and the evolving economy they’re designed to serve.

That’s where I can help

I can map out the best financial products and strategies to effectively get you to where you need to be, and then customize and optimize them to your unique situation. I’m certain you’ll be enlightened by the innovative options and strategies available to you that only a fully independent broker like me can bring. You can also be sure you’re getting accurate, unbiased advice. Being independent, I work for you, not the companies whose products I happen to carry.

Did I mention I’m mobile?

As part of my commitment to serve you better, I’ll meet with you wherever you feel most comfortable. My meetings are always no risk and no obligation. I find this creates the right environment where strong relationships can be built and better decisions can be made.

Looking forward to working with you!

I joined Sun Life as an advisor in 2018.  Since then, I’ve had the privilege of working with many clients and their families across Ontario.

I am also a QUALIFIED ASSOCIATE FINANCIAL PLANNER™, QAFP® professional.

I am associated with Alexander Anastasopulos, Financial Planner at Sun Life. 

My mission is to help Canadians achieve lifetime financial security, should they live too long, die too soon, become sick or disabled.

My services include financial planning, health and life insurance, wealth(investments and savings), and group benefits.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. A one-size-fits-all approach may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate, we can offer investment solutions tailored to all your financial goals.

With my Certified Executor Advisor® designation, I have gained the knowledge and skills to help my clients better understand the successful transition of wealth from generation to generation. I can help my clients with investment and tax strategies, retirement planning, insurance planning, and estate considerations so they can focus on what really matters.

I joined Edward Jones as a financial advisor in 2018 after spending the previous six years in the investment industry looking for the right fit for me and my clients. I've finally found it here at Edward Jones.

My husband, John, our two children, Jacob and Ellie, and I previously lived in LaSalle for more than 20 years. We now reside in Essex and are enjoying this small town as well. As young adults, my children are learning how their own education and careers have changed our family's financial dynamics. I believe these are the kinds of important transitions that we need to share with others as well.

I am an active member of the community, serving on many charitable boards and committees in LaSalle, Windsor and Essex County (Big Brother/Big Sister, Cystic Fibrosis, Acquired Brain Injury Association and Parent Council). I am also an active member of many business groups (We Refer, RefNet, Windsor Business Ex.). I am an active presenter for Junior Achievement and Women's Excellence Skills Training.

At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your financial goals. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

And remember one very important thing: At Edward Jones, we do money differently!

Be well,
Julie

I am a retired lawyer; formerly a high school English teacher. I articled, was an associate and partner for 38 years at Miles Davison LLP. My practice was in Litigation including Estate Litigation. I hold a B.Ed (1976) and LL.B (1983) goth from the University of Calgary.

We provide Estate services to guide families and Executors thru the estate process from start to finish.

https://www.raymondjames.ca/inspirewealthmanagement/about-us/bio?_=vicki.chatterley

BSc., DDS, CFP, FMA    Principal and financial advisor with The Wyndham Group | Raymond James Ltd.  We build long term relationships with our clients through prudent investment management, holistic financial planning, and exceptional service. We serve a wide range of individual clients and have a special relationship with physicians and dentists.

I am the only dentist in Canada to hold the CFP and FMA designations.  Our first hand experience with health professionals and independent business owners gives us an understanding of their unique concerns and opportunities.