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Julie Malette

Senior Financial Planner

  • BBA (Hons)
  • CFP®

I look forward to being with you every step of the way to help you achieve your personal financial goals

I have been working in the financial services industry since 1997 with a focus on fostering strong relationships and helping clients achieve their personal financial goals. I hold a Bachelor (Hons) degree in Business Administration from Nipissing University. I also hold the CERTIFIED FINANCIAL PLANNER™ designation conferred by the Financial Planning Standards Council and the Associate Institute of Canadian Bankers (AICB) conferred by the CSI. I look forward to working with you.

ADDITIONAL CONTACT

Fax: (705) 495-2630

Available at 1 other location(s)

Additional Information

Financial Planning Associate

Your goals are what matter to us, not how much you make.

You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.

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You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

The Bulls and Bears Battle: Netflix

The Nasdaq composite is at all time highs, primarily from a few high-flying stocks. But will their prices continue to climb, or will they come back to earth? Anthony Okolie talks with Andriy Yastreb, Telecom and Media Analyst, TD Asset Management about the bull and bear case for Netflix.

Ask MoneyTalk: With rates low, I’m thinking of upgrading my cottage. What tax strategies should I consider?

If you're spending more time at the cottage or cabin this summer, you may begin thinking about ways you can improve it. Ian Lebane, a Tax and Estate Planner with TD Wealth offers some tax strategies to consider that can help make the most of your investment in your property.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

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