Julia Smith

Julia graduated from the University of Guelph, Lang School of Business and Economics with a Bachelor of Commerce, majoring in Marketing. She began her career in the insurance industry, completing Chartered Insurance Professional courses before transitioning to the investment industry.

Julia specializes in providing customizable financial solutions, helping clients manage bookkeeping and analyze their finances for accurate reporting. Her mission is to keep clients organized and prepared for taxes. Julia is dedicated to expanding her knowledge and expertise in order to provide the best service possible for her clients.

Aside from her professional career, Julia loves being by the lake or playing golf in the summer and skiing in the winter. She loves fitness, travelling, and spending time with family and friends.