Julie Ouellet

WORK HISTORY

EDUCATION

SKILLS

ABOUT JULIE OUELLET

Thanks to my family, I had the privilege of learning the value of money at a very young age. When I earned my first dollar at my after-school job, I immediately understood the importance of saving. Over the years, I’ve realized time and again how the advice I got when I was young has helped me, and it’s something I’d more people to be able to benefit from. I have 25 years of experience in the financial services industry, including more than 20 with investment advisors. It’s given me the opportunity to work with some of the best advisors in the field, and I’m so grateful for everything I’ve learned from them. I know how much of an impact they can have on people’s lives, and that’s what motivates me the most every day. I have a deep respect for their entrepreneurial spirit. And I’m profoundly aware of the challenges they face in their profession. That’s what makes me a trusted ally as they pursue and develop their careers. I take great satisfaction in my work—and in my personal life, too! My partner and I have three kids, and we’re so proud of them. We enjoy spending weekends and vacations together skiing, playing outside, biking, hiking and anything else that gets us out and moving! I love having conversations with professionals and partners. If you’d like to join our teams in Quebec or Ontario, learn more about our services or even just network, feel free to get in touch with me on LinkedIn!