Julia Chapman combines over 25 years of business management with a passion for helping families to focus on what matters most. In her career as an advisor with Investment Planning Counsel, she uses her strengths as a communicator to translate complex financial planning concepts into plain language for her clients – whether they’re on the road to retirement, living their retirement dreams, or facing one of the many challenges that life tosses in our direction as we age.
Julia has worked continuously to expand her knowledge and skills, earning her Certified Executor Advisor (CEA) designation and her Certified Professional Consultant on Aging (CPCA), both of which have helped her to understand the social, legal, and financial issues facing a maturing population. She also recently earned her Responsible Investment Specialist (RIS) designation which allows her to advise on ethical investment options. She has been a member of Advocis - The Financial Advisors Association of Canada - for 15 years.
As a professional Financial Adviser, I will provide you with expert advice and solutions to meet your financial planning and Banking needs. I have been in the financial services industry since 1985 and my qualifications include the Registered Retirement Consultant Certification and the Certified Executor Advisor designations.
I look forward to working with you to achieve your financial goals at every stage of your life.