MONEY MANAGEMENT, STRATEGIES

Julie Petrera

Senior Strategist—Client Needs,

Edward Jones

  • Senior Strategist for Client Needs for Edward Jones
  • Contributes to Medical Post and Canadian MoneySaver
  • CFP® Certification and Fellow of the Canadian Securities Institute (FCSI)

About Julie

As a senior strategist for client needs, Julie Petrera is responsible for developing advice and guidance for Canadians by creating impactful thought leadership to help lead and coordinate advice and guidance strategy development. She has also authored several articles providing financial advice for Canadian publications including the Medical Post and Canadian MoneySaver, and has presented to several groups on financial planning in a pandemic for doctors. Ms. Petrera was nominated for an IIAC Top Under 40 award in the investment industry in 2019. She earned a Bachelor's degree from The University of Western Ontario, an MBA from Dalhousie University, and a certificate in corporate communication from the University of Ottawa. Ms. Petrera holds the CFP® certification and is also a fellow of the Canadian Securities Institute (FCSI).

Julie's Videos

Attend this session to learn how the definition of retirement is evolving, what this could mean for your future and the future of retirement; and how to financially prepare for it.