Julie Clitheroe

Location
Langley, British Columbia

“Helping families achieve financial security brings me such joy that I actually look forward to Mondays! I wish everyone could find something they love this much.”

I’m passionate about educating my clients. Whether they’re new to investing or well-seasoned, there’s always room for learning. This includes a young family who wants to set up an education plan to ensure their children’s future success, pre-retirees preparing so they can enjoy the lifestyle in retirement they’ve always dreamed about, and high-net-worth clients who want to preserve their wealth, minimize risk, and maximize tax efficient investing and estate planning. For these and many other clients, I provide well-researched and thought-out financial and investment advice to help my clients achieve their financial goals.

With over 25 years in the financial services sector, I bring experience, consistency, patience, and a collaborative approach to helping my clients achieve financial security. I chose to work in my industry because helping families achieve that security, putting people first and having a strong belief in community align with my core values.