Robert & Marilyn Cowieson

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 large amounts of service fees and receiving very small dividends and returns. To our amazement we were told that we were where the bank wanted us to be and they were not willing to change our portfolio.

We started to investigate many other options for investing our finance for over 6 months and we found Julie through our bookkeeper. Julie took time to go through our portfolio and explained that all that we need to do was reverse the way the banking institute had set up our portfolio as it was set up incorrectly and working against us instead of for us. Julie never put us under any pressure and told us just to let her know if we were interested in using her.

We let the bank know we were thinking of changing and asked them to change the set once again. Again we were told it was set up the way the bank wanted us to have it. So much for what the client wanted.

We took a large loss in our portfolio when we changed over to Julie, but the change was worth it. In a matter of a year and a half Julie managed to make up the loss and surpass what we originally had and she is still giving us great results and increasing our portfolio yearly without us having to pay the services charges and large amounts of taxes. We get good returns on our investments.

Julie is more than a financial advisor and portfolio manager she is a caring, knowledgeable person and listens to what her clients want and works very diligently on doing the best job possible.

We feel Julie is part of our close family circle and she is a friend for life.

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