It's Your Future. Let's Build It !

Maximize Your Wealth, to Maximize Your Life!

Our Services

Maximizing, Protecting & Simplifying Your Wealth

World Class Investments*

Comprehensive Insurance

Personalized Planning

*Investment Advisory Services are offered through WealthMax Financial – a tradename of Aligned Capital Partners Inc.

See what our clients are saying…

We have been clients with Julie since 2006 as our financial advisor on the recommendation from our accountant. We feel that she has greatly helped us with all our financial. . . (More)

Joseph & Terry Halliday

For many years we had our portfolio with a major banking institution in Canada and asked to have our portfolio reviewed to make it work better for us as we were paying the. . . (More)

Robert & Marilyn Cowieson

I met Julie at a seminar at the Glenway Golf and Country Club. I was very impressed with her presentation and scheduled a consultation shortly thereafter. Julie is not only. . . (More)

Grace Rubert

I have been a client of Julie’s since 1995 and have always been so impressed by her dedication to her clients as well as her knowledge of investment. . . (More)

Jesie Hiltz

Julie is a very conscientious and knowledgeable financial planner who always puts her clients’ interest first. Unlike other financial people.. . . (More)