Julia has 17+ years of experience in financial services and has been working as Mary-Ellen Wiebe's executive assistant since 2005. She has a reputation for her friendly professional manner, keen attention to detail, and skills in helping to coordinate the implementation of client wealth management plans. To facilitate an even better customer service experience, Julia has expanded her role to Financial Advisor as of April 2018 allowing her to attend to client needs directly.
She has also become the Insurance specialist for the team as she works to find appropriate insurance solutions that fit each unique situation. She obtained the Certified Health Insurance Specialist designation in 2012 to enhance her knowledge of Critical Illness, Disability and Health Insurance options and is continuing her studies to obtain the CFP designation.
Outside of the office, Julia can be found spending time with her 2 adult sons, working in her garden or tackling her bucket list goal of hiking the Bruce Trail with her husband, Brent.
Julia’s Credentials include:
Insurance products offered through Wiebe Integrated Financial Counsel Inc.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.