Julie began her career in financial services in 1999. While building her client base and driven by a constant desire for self-improvement, she earned her diploma from the Quebec Institute of Financial Planning in 2005, followed by a Diploma in Financial Products from Laval University. In 2007, she chose to shift her focus toward firm management and training. She accepted the mandate of training new Financial Security Advisors, Mutual Fund Representatives, and supporting experienced Advisors in their business development strategies.
In 2013, she obtained a University Certificate in Leadership and Sales Force Management and returned to full-time client development. In 2023, she partnered with her colleague of the past twelve years, Paul-André Pelchat, and together they acquired a significant client base. For Julie, guiding and supporting her clients to help them make informed decisions that support the achievement of their personal goals has always been a top priority.
In her free time, Julie devotes much of her time to her family. Parents of a blended family of five now-adult children, she and her partner Éric have always been very involved in their lives. Traveling and enjoying good dinners with friends have played an important role in their lives.