Julie Seberras
AVP, Head of Wealth Planning and Practice Management @Manulife Wealth
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WORK HISTORY
AVP, Head of Wealth Planning and Practice Management @Manulife Wealth
Toronto, ON, CA
Lead, create, manage and implement innovative strategies to drive our wealth planning services forward while ensuring the highest standards of practice management NOTABLE IMPACT: Executed enterprise vision to elevate wealth planning offering including launching new financial planning software and expanding services offered while focusing on change management, adoption, and sustainment Public speaker and media contributor on wealth planning topics
EDUCATION
Dalhousie University
Master of Business Administration (MBA)
Canadian Securities Institute
Multiple Courses
Fleming College
Diploma
ABOUT JULIE SEBERRAS
MY VALUED EXPERTISE As a Certified Financial Planner® with an MBA, I transform…
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