B.A., B.Comm, CFP®
CERTIFIED FINANCIAL PLANNER® – HollisWealth Advisory Services Inc.
Insurance Advisor – London Life, HollisWealth Insurance Agency Ltd.
“True partnership means thinking of risk management solutions and financial opportunities before my clients need them.”
Julie attended Queens University, and holds a Bachelor of Commerce in Finance and Accounting, and a Bachelor of Arts in History. In 2008, she began her financial advising career under the Freedom 55 Financial banner at London Life. Today, Julie also serves a client base in Montreal, where she took over her father’s wealth and risk management business in 2012. Julie formed Strickland Financial Group Ltd. and joined Bergh Tatomir & Associates to provide greater access to benefits for her clients.
From the beginning of her career Julie has been a member in good standing of Advocis, and continuously pursues education opportunities in order to grow with her clients.
In 2014, Bergh Tatomir Financial Services was re-branded to Bergh Tatomir & Associates to recognize the tremendous amount of growth the firm has experienced and to appreciate the wonderful additions brought on by this professional growth.
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*Insurance products are offered through London Life