Julie Malette
Senior Financial Planner
CFP®
FCSI®
BBA (Hons)
I look forward to being with you every step of the way to help you achieve your personal financial goals
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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.
Certificates
CFP®
FCSI®
BBA (Hons)
Our Tailored Approach
I look at the big picture, where you're at and where you want to be, and then design a financial plan to help get you there.
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Interesting articles to explore
Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
Accumulating wealth
We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.
To keep you up to date on key financial considerations, I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.
Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.
4 steps to your financial roadmap for life
Our four-step process helps keep your financial plan aligned with your goals and circumstances as they change over time.
Build Net Worth
We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect What Matters
By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement Tax-Efficient Strategies
We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a Legacy
Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Creating a wealth plan to help meet your long- and short-term goals
Did you know that 71% of women want to get more involved with their finances, and 58% want more help to get started?
That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.
Working together, I can also help you:
- Identify and prioritize your short- and long-term goals
- Find the confidence to take charge of your financial future through advice and planning
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Lynn – The Gift of Planning
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Record-breaking IPO makes its market debut: Now what?
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Record-breaking IPO makes its market debut: Now what?
The first of a series of expected mega-IPOs has made its debut. Beyond the hype investors should be focusing on the fundamentals, according to Vitali Mossounov, Head of Public Equities with TD Asset Management.
After you sell your business: A practical guide on what to do next
Article
After you sell your business: A practical guide on what to do next
Don’t let cash sit idle for weeks and months. If you’re expecting a big payout from selling your business, here are key tax and planning questions you should raise with your advisors.
Can Sumaya help her granddaughter buy a first home one day?
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Can Sumaya help her granddaughter buy a first home one day?
Sumaya is planning ahead for her granddaughter’s future. A First Home Savings Account (FHSA) may offer tax benefits, flexibility and growth potential.