Julie Roy

Julie Roy

Financial Security Advisor
Investment Representative
Insurance and Annuity Representative

A.V.A. Pl. Fin.

Julie Roy

Julie began her career in financial services in 1999. While developing her clientele, in a constant desire for improvement, she graduated from the Quebec Institute of Financial Planning in 2005 and later obtained a Diploma in Financial Products from Laval University. In 2007 Julie made the decision to turn to office management and training. She accepted the mandate to train new Financial Security Advisors, Mutual Fund Representatives and support experienced Consultants in their business development strategies. In 2013, she obtained a University Certificate in Leadership and Sales Force Management and returned to developing her full-time clientele. For Julie, guiding and supporting her clients to make informed choices that will help them achieve their personal goals is the most important thing.

In her spare time, Julie devotes a lot of her time to her friends, she enjoys nature and travels with her husband √Čric. A mother of two daughters aged 18 and 21, Julie has always had a passion for work-life balance, which career has always provided. She has been involved with them and their sport for several years.