Whether it’s an individual, a large corporation or something in between, we’re always striving to improve the bottom line, but oftentimes knowing how best to do it can be a daunting task. Making the right moves means having to stay abreast with an ever-changing array of financial products and the evolving economy they’re designed to serve.
I can map out the best financial products and strategies to effectively get you to where you need to be, and then customize and optimize them to your unique situation. I’m certain you’ll be enlightened by the innovative options and strategies available to you that only a fully independent broker like me can bring. You can also be sure you’re getting accurate, unbiased advice. Being independent, I work for you, not the companies whose products I happen to carry.
As part of my commitment to serve you better, I’ll meet with you wherever you feel most comfortable. My meetings are always no risk and no obligation. I find this creates the right environment where strong relationships can be built and better decisions can be made.
Looking forward to working with you!
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.