Julie Seto
Senior Investment and Retirement Planner @Rbc
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WORK HISTORY
Senior Investment and Retirement Planner @Rbc
Calgary, AB, CA
I’m confident I can help you find the financial solutions you need to help you meet your goals. If you are ready to take the next step, please contact me.I look forward to hearing from you. Julie @40••••••29http://financialplanning.rbcinvestments.com/julie.seto
EDUCATION
Mount Royal University
Banking and Investments
PFP Designation
Bachelor of Business Administration - BBA
University of Regina
Business/Commerce, General/ Law
ABOUT JULIE SETO
My job is to apply my financial knowledge and expertise to your situation. The result will be a personal financial strategy custom-tailored for you. Whether you need full planning or second opinion on your retirement portfolio, I love meeting with customers and showing them how I can help them reach their financial goals Specialties: Since joining RBC Financial Group in 1995, I’ve been able to offer clients the immense resources of all the member companies of RBC Financial Group. This has allowed me to leverage my knowledge and expertise to provide the highest quality of financial advice and planning. Numerous year end convention winner and privileged to received 2 RBC Leo Awards for the recognition of serving our value clients and also involved in numbers of community organizations and non profit. Thank you very much for your business and your trust. Please give me a call or send me an email and we can talk about ways I can help you to achieved your financial goals.
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