I’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning; it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
|Office:||705-472-7790 ext. 4249|
In 1994, I joined London Life as a sales representative. In 2000, I became a financial security advisor with Freedom 55 Financial.
I specialize in providing financial security planning advice to business owners, entrepreneurs, families and individuals, helping them to achieve their goals and dreams at all stages of life.
Community involvement is a vital part of my life. Over the years I’ve volunteered for many groups including my church, my children’s schools, the Cancer Society and the Lung Association.
I come from a family of 11 and was born in North Bay, Ontario, where I currently reside with my husband of 25 years, James, our two children, and a house full of pets.
Julie began working in customer service and administration after her post-secondary education in accounting in 1990 in her home town of Hamilton, Ontario. In 2002, she ventured to North Bay with her husband and two daughters, and soon after, joined Freedom 55 Financial as a financial security advisor and investment representative. In 2007, she transitioned to being a licensed Marketing Associate. In December of 2015, she transitioned back into the role of Financial Security Advisor to work alongside Nancy Kirkham, CFP, EPC and the team at Life Long Planning Group Ltd
Julie believes in providing professional client service and she is committed to helping develop strong customer relationships. Julie’s computer, organizational and administrative skills have made her a valuable team member.
She spends her time away from work staying active by playing hockey, enjoying the outdoors and other activities with her family.
When specialized expertise is required, we have access through Freedom 55 Financial to a team of professionals in tax, law, accounting, investments, insurance, group benefits, mortgages, and financial security planning.