"My husband and I are so thankful for Julie, without her we wouldn’t have an RESP set up for our son and Life Insurance for us. She has made everything so stress free and we look forward to our meetings!"

"As a young family we needed help setting up our kid's with RESPs and life insurance for ourselves and Julie did not disappoint. She took all our questions and concerns to heart and made us feel so comfortable with our choices by the end. She tailored the plan to our personal needs and watching the fund grow for our kids future is one of the most rewarding things. When we have questions she responds immediately and puts at us ease. Could not recommend her enough! "

"Julie is an exceptional life insurance broker who goes above and beyond to help her clients secure the best coverage for their needs. Her expertise and attention to detail are evident in every interaction, making the process smooth and stress-free. Julie is not only knowledgeable but also empathetic, taking the time to understand her clients' unique circumstances and providing personalized recommendations. I highly recommend Julie for anyone seeking reliable and professional life insurance services."

"My husband Blane and I have known Julie for 3 years , both personally and professionally, and there is no one that we would trust more as an advisor when it comes to managing our money. 

On a professional level , Julie is the third advisor I’ve used over the past 10 years since starting my business in 2014, and I’m happy to say she will be the last. Julie is honest , kind, reliable , and extremely knowledgeable in her field. She made things easy to understand, and provided us with options to grow our wealth safely and securely that were tailored to our specific financial situation."

"We've known Julie personally for over a decade, and recently had the privilege of working with her professionally and our experience was nothing short of exceptional. Despite our initial inclination to adopt a more aggressive investment strategy, Julie provided us with invaluable guidance, steering us towards a decision that not only aligned with our immediate financial goals but also catered to our long-term aspirations. Her expertise was evident in the personalized options she meticulously prepared for us, demonstrating a deep understanding of our desire to balance investment growth with the flexibility to access some of our funds for potential future endeavors, such as purchasing another property. "

"Thanks to Julie's prudent advice, our investment yielded a remarkable return in our first year, a testament to her proficiency and astute market insight. What truly sets Julie apart is her commitment to genuinely listening to her clients, ensuring that every recommendation is tailored to their unique financial landscape and life goals.

Choosing Julie as your financial advisor means partnering with a professional who not only seeks to understand your financial vision but also works tirelessly to turn it into a reality. Her dedication, coupled with her strategic foresight, has not only earned our trust but has also laid a solid foundation for our financial future. We wholeheartedly recommend Julie to anyone looking to make informed, effective financial decisions that resonate with their personal and financial aspirations. "

"My partner and I recently had the pleasure of working with Julie for our daughter's RESP and our own life insurance needs. Her expertise and dedication were exceptional. She provided personalized advice, ensuring we understood our options and felt confident in our decisions, and was quick to communicate any updates about our file. Thanks to her guidance, we now have peace of mind for our daughter's future education and our family's security. Would highly recommend working with Julie."

"Julie is fantastic. She is super knowledgeable and really cares about her clients. She helped me find a suitable insurance product when other advisors told me it was not possible! I highly recommend her."

"Julie is super helpful. Helped us get on board with RESPs for our kids and RRSPs for ourselves. Always super responsive when you have any issues. Highly recommend her for anyone needing to purchase any financial products."

"Julie demonstrates a wealth of knowledge to advise her clients on their financial affairs. She is responsive and always makes time to answer any questions we may have. We are very satisfied with her service. The level of expertise and patience is unmatched in ensuring she finds the best product to meet our families financial goals."