Julia Chapman combines over 25 years of business management with a passion for helping families to focus on what matters most. In her career as an advisor with Investment Planning Counsel, she uses her strengths as a communicator to translate complex financial planning concepts into plain language for her clients – whether they’re on the road to retirement, living their retirement dreams, or facing one of the many challenges that life tosses in our direction as we age.
Julia has worked continuously to expand her knowledge and skills, earning her Certified Executor Advisor (CEA) designation and her Certified Professional Consultant on Aging (CPCA), both of which have helped her to understand the social, legal, and financial issues facing a maturing population. She also recently earned her Responsible Investment Specialist (RIS) designation which allows her to advise on ethical investment options. She has been a member of Advocis - The Financial Advisors Association of Canada - for 15 years.
As a professional Financial Adviser, I will provide you with expert advice and solutions to meet your financial planning and Banking needs. I have been in the financial services industry since 1985 and my qualifications include the Registered Retirement Consultant Certification and the Certified Executor Advisor designations.
I look forward to working with you to achieve your financial goals at every stage of your life.
I am a partner in an accounting firm, I focus on the following areas of practice:
Being a financial advisor has been
my passion over the past 25 years. I
take great pride in helping people achieve a successful financial future. Each
of us has a good story to tell and some of them may touch on your financial
dreams and needs. We’ll take a step by
step approach to build towards your financial goals. I am willing to learn from you as much as you
wish to learn from me.
Having recently achieved the
Certified Executor Advisor designation, I am dedicated to providing guidance to
executors, young or old, to deal with the fast changing complexities and
responsibilities evolving an estate settlement.
This also keeps in line with my practice surrounding the increasing
needs for Estate and Financial Planning for individuals and businesses. Working with us, you’ll gain the benefit of
advice from professional who can help you achieve lifetime financial security.
I have been in the industry for 20 years, and over time have had many roles and served many people. I believe in life long learning, and being able to help people make informed decisions. I hold my CFP, and my CHS designations, which have served me well over the years. I feel it is time to branch out and continue my higher learning process with the CEA designation.
I am the Market Manager for TD Private Wealth Management in Greater Ontario Region. I lead a team of Trust professionals, Private Bankers, Wealth Advisors, HNW Planners and Succession Advisors and Insurance specialists.