Julie Shipley-Strickland Wealth & Risk Management

Through heart-led conversations, I empower my clients to make confident financial decisions about building and preserving their wealth.”

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 the few female investment and insurance advisors in Canada, Julie is paving the way for future females in finance with her strong leadership and dedication to women-led businesses in the community.”

Hold Your Own

Wealth & risk management solutions that grant you independence, confidence, and security.

From life’s major milestones to its most unpredictable moments (and everything in between), Julie Shipley-Strickland’s Wealth & Risk Management solutions take the anxiety and uncertainty out of planning and owning your future. This means less time worrying about tomorrow and more time focusing on what matters most to you today.

Know Your Worth

“My seamless two-pronged approach of investment & insurance solutions ensure your financial goals can be achieved via an empowering process that is tailored for each client.”

– Julie Shipley-Strickland

Julie’s Financial Roadmap

Mission, Vision and Values

My WHY and WHAT it means for you. As I embark on yet another big turning point in my career (launching my own brand!), I …

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