Julie Nicholls's Location
Sudbury, ON, CA
Julie Nicholls's Work
- Senior Financial Consultant @ MD Financial Management | Gestion financière MD
- Financial Consultant @ Desjardins
- Financial Consultant @ CIBC
Julie Nicholls's Skills
- Estate Planning
- Financial Advisory
- Wealth Preservation Planning
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Finance
- Asset Allocation
- Investment Advisory
Julie Nicholls's Summary
Julie Nicholls, based in Sudbury, ON, CA, is currently a Senior Financial Consultant at MD Financial Management | Gestion financière MD, bringing experience from previous roles at Desjardins and CIBC Wealth Management. With a robust skill set that includes Estate Planning, Financial Advisory, Wealth Preservation Planning, Retirement Planning, Financial Planning and more, Julie Nicholls contributes valuable insights to the industry. Julie Nicholls has 2 emails on RocketReach.
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