As an Edward Jones financial advisor, Julie-Anne believes it's important to invest time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so she can balance it with the steps necessary to reach your long-term goals. She enjoys working with families to set up a financial plan that takes goals and dreams and turns them into an achievable plan with regular reviews and adjustments along the way. She focuses on financial education that teaches people from any demographic how to maximize their resources to achieve those goals. She can refer you to other professionals to provide a comprehensive picture of how the decisions you make today can impact both your future and the lives of the next generation. She specializes in helping those who are on their own – young adults, widows, and divorcees. In her office, she and Marissa work together to provide a high level of customer service which includes timely responses, accurate information, and a welcoming atmosphere. They care about you first and your money second. Julie-Anne has spent her entire working life in the financial industry, starting in the depths of the banking back offices before moving into the branch office administrator role with Edward Jones. It's there she found her passion of working with people to meet their financial goals. After 20 years in an administrative role, she moved into the financial advisor role to allow her to pursue her own goals while helping families achieve theirs. She's Saskatchewan born and raised, but the Fraser Valley is now her home. She lives in Langley with her two sons and two cats. She's been involved with youth sports while her kids played and is still a big sports fan. Outside of work she likes to spend time reading with her book club, going for long walks, trying new foods and experimenting in the kitchen.
As an Edward Jones financial advisor, Julie-Anne believes it's important to invest time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so she can balance it with the steps necessary to reach your long-term goals. She enjoys working with families to set up a financial plan that takes goals and dreams and turns them into an achievable plan with regular reviews and adjustments along the way. She focuses on financial education that teaches people from any demographic how to maximize their resources to achieve those goals. She can refer you to other professionals to provide a comprehensive picture of how the decisions you make today can impact both your future and the lives of the next generation. She specializes in helping those who are on their own – young adults, widows, and divorcees. In her office, she and Marissa work together to provide a high level of customer service which includes timely responses, accurate information, and a welcoming atmosphere. They care about you first and your money second. Julie-Anne has spent her entire working life in the financial industry, starting in the depths of the banking back offices before moving into the branch office administrator role with Edward Jones. It's there she found her passion of working with people to meet their financial goals. After 20 years in an administrative role, she moved into the financial advisor role to allow her to pursue her own goals while helping families achieve theirs. She's Saskatchewan born and raised, but the Fraser Valley is now her home. She lives in Langley with her two sons and two cats. She's been involved with youth sports while her kids played and is still a big sports fan. Outside of work she likes to spend time reading with her book club, going for long walks, trying new foods and experimenting in the kitchen.
As an Edward Jones financial advisor, Julie-Anne believes it's important to invest time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so she can balance it with the steps necessary to reach your long-term goals. She enjoys working with families to set up a financial plan that takes goals and dreams and turns them into an achievable plan with regular reviews and adjustments along the way. She focuses on financial education that teaches people from any demographic how to maximize their resources to achieve those goals. She can refer you to other professionals to provide a comprehensive picture of how the decisions you make today can impact both your future and the lives of the next generation. She specializes in helping those who are on their own – young adults, widows, and divorcees. In her office, she and Marissa work together to provide a high level of customer service which includes timely responses, accurate information, and a welcoming atmosphere. They care about you first and your money second. Julie-Anne has spent her entire working life in the financial industry, starting in the depths of the banking back offices before moving into the branch office administrator role with Edward Jones. It's there she found her passion of working with people to meet their financial goals. After 20 years in an administrative role, she moved into the financial advisor role to allow her to pursue her own goals while helping families achieve theirs. She's Saskatchewan born and raised, but the Fraser Valley is now her home. She lives in Langley with her two sons and two cats. She's been involved with youth sports while her kids played and is still a big sports fan. Outside of work she likes to spend time reading with her book club, going for long walks, trying new foods and experimenting in the kitchen.
