Julie Wright-Bailey
Regional Manager, Td Wealth Private Trust @TD
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WORK HISTORY
Regional Manager, Td Wealth Private Trust @TD
Over the years, my mandate has gone from Western Ontario to now managing a team of professionals in Windsor, London and recently, building a new Private Trust presence in our Barrie market to support our Wealth Partners. Our goal is to provide customized service to our clients by assisting with proactive estate planning as well as the day to day administration of Estate and Power of Attorney for Property to provide peace of mind to our clients and the people they care about. We also specialize in Professional Trustee and Escrow Services.Always looking for individuals who are passionate about building a career in Trust and working with our clients to help them achieve their goals.
EDUCATION
Ontario Society of Management Accountants
CMA
Wilfrid Laurier University
Honours BBA, Co-Op
SKILLS
ABOUT JULIE WRIGHT-BAILEY
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