Nexus continues to establish itself as a leading asset management firm in Canada and Julie is a valuable addition to the team. We are grateful to have had the opportunity to assist Nexus with bringing Julie onboard.
Julie has over 20 years of experience in the investment management industry, where she has had senior leadership roles in relationship management and client service. In those roles, she has advised clients on their wealth plans, implemented investment strategies and overseen a range of portfolios. In addition, Julie also has extensive experience in working with not-for-profits and foundations.
Julie holds the Chartered Investment Manager and Certified Financial Planner designations and has a Master of Business Administration from the Rotman School of Management at the University of Toronto.
We wish both Nexus and Julie continued success!