I have been in the Financial industry since 1993 as an Financial Planner / Insurance advisor and for the last 12 years as a wholesaler for the leading Insurance Companies in Canada. I'm at Equitable Life of Canada in the position as the Regional Investment Sales Manager serving southern Alberta.
I have completed my CSC ,CPS and PHP along with my CEA.
I provide training and support to the financial industry
As a Financial ConciergeTM, I assist seniors and vulnerable individuals with day to day management of their financial affairs. Services include document organization, bill payment with statment reconciliation, acting as Power of Attorney or Trustee and assisting with estate administration.
1. A senior whose spouse handled all of their finanical affairs and that spouse is now experiencing cognitive or physicial decline; is in care or has died. The remaining spouse is overwhelmed and doesn't know where to turn for assistance.
2. An individual named as a Personal Representative who has never dealt with an estate and is overwhelmed and doesn't know where to turn for assistance.
My initial career was healthcare (BN). After many years I moved into the financial services field obtaining my CFP, CFDS and CIM.
My goal for you is Peace of Mind around day to day management of your financial affairs. We will achieve this through a mutally rewarding and ongoing client relationship.
I work as a Senior Financial Planner at TD Wealth. I help client setting and achieving their retirement goals. I hold my Certified Financial Planner (CFP), CIM, FCSI. I am also a Certified Retirement Specialist and LLQP life insurance licensed. I recently obtained my Diploma in Certified Executor Advisor (CEA).
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.
Being a financial advisor has been
my passion over the past 25 years. I
take great pride in helping people achieve a successful financial future. Each
of us has a good story to tell and some of them may touch on your financial
dreams and needs. We’ll take a step by
step approach to build towards your financial goals. I am willing to learn from you as much as you
wish to learn from me.
Having recently achieved the
Certified Executor Advisor designation, I am dedicated to providing guidance to
executors, young or old, to deal with the fast changing complexities and
responsibilities evolving an estate settlement.
This also keeps in line with my practice surrounding the increasing
needs for Estate and Financial Planning for individuals and businesses. Working with us, you’ll gain the benefit of
advice from professional who can help you achieve lifetime financial security.
I have been in the industry for 20 years, and over time have had many roles and served many people. I believe in life long learning, and being able to help people make informed decisions. I hold my CFP, and my CHS designations, which have served me well over the years. I feel it is time to branch out and continue my higher learning process with the CEA designation.