We are happy to announce that we have a new team member! Julie Smith has joined us and will be your first point of contact when you call in. She will be helping us create new content here on the website and will be in charge of producing the client newsletter in addition to helping you with administrative questions via email or over the phone. We are so excited to welcome her aboard and she looks forward to meeting with each of our clients over the next few months. Please see her biography below:
Julie is the newest member of our team and is excited to start a new career in the financial services industry.
Julie brings with her a wealth of business experience after being involved in the start up and management of several successful small business ventures. She attributes her success in business to a solid work ethic (gained while growing up on her family farm), having a well thought out and organized plan, and following through with that plan to ensure she meets the needs and goals of her clients.
Julie holds a Bachelor of Arts from the University of Lethbridge and she is currently registered in the Canadian Securities Course.
Julie has a passion for outdoor pursuits and in her spare time enjoys riding her horses and fishing in the mountains with her family.
As our team continues to expand we will continue to provide the level of communication and service that our clients have come to expect. Thank you for your continued support and we look forward to many years working with Julie and you!