Passionate, forthright and dynamic, Julie Shipley-Strickland builds strong relationships with her valued clients by understanding their goals, supporting their concerns, and providing thoughtful and strategic solutions. As a Senior Wealth Advisor with Wellington-Altus Private Wealth and a Senior Insurance Advisor with Bergh Tatomir & Associates, Julie provides independent investment advice, financial planning, insurance solutions, and clear guidance to entrepreneurs, executives, and their families.
As one of Canada’s few female investment and insurance advisors, Julie is paving the way for future females in finance with her strong leadership and dedication to women-led businesses in the community.
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