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Julia Friesen, Bsc, Cfp® is listed as Certified Financial Planner at Connect Wealth, a company with 12 employees, based in Abbotsford, British Columbia, Canada. AeroLeads shows a work email signal at connectwealth.com and a matched LinkedIn profile for Julia Friesen, Bsc, Cfp®.
Julia Friesen, Bsc, Cfp® previously worked as Financial Planner at Connect Wealth and Actuarial Associate at Pbi Actuarial Consultants. Julia Friesen, Bsc, Cfp® holds Bachelor Of Science (B.Sc.), Physics from University Of The Fraser Valley.
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AeroLeads found 1 current-domain work email signal for Julia Friesen, Bsc, Cfp®. Compare company email patterns before reaching out.
With a background in the actuarial field, I bring a wealth of technical expertise in pensions, group benefits, and investments to Connect Wealth's diverse clientele. I hold a BSc in Physics, complemented by a CFP® designation, amplifying my commitment to delivering exceptional financial guidance. At Connect Wealth, I'm thrilled to merge my unique analytical skills with a passion for empowering clients to navigate complex financial landscapes with confidence. Beyond the professional realm, I find joy in exploring the world through travel, and indulging in my passion for music—both through playing and writing. Alongside my husband and three children, I call Abbotsford home, cherishing the balance between professional excellence and cherished family time.Let's connect and explore how my technical proficiency and dedication can help transform your financial aspirations into concrete, achievable milestones.
Listed skills include Actuarial Science, Analysis, Data Analysis, Statistics, and 26 others.
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Surrey, British Columbia, Canada
Connect Wealth provides comprehensive financial advisory solutions for individuals and businesses. Their specialties include retirement planning, succession planning, tax and estate optimization, corporate structure refinement, risk mitigation, strategic investments, and tax-efficient wealth management.
Vancouver, Canada Area
Julia is an actuarial associate with PBI Actuarial Consultants Ltd. with experience in the benefits, pension, pension administration, and investment practices. Her responsibilities include data preparation and analysis, benefit calculations, employer contribution reconciliations, investment performance evaluations, financial projections, as well as.
British Columbia, Canada
I coordinated new account set ups and menu launches with vendors and customers. I dealt mostly with inventory management including reporting, pricing contracts, monitoring and forecasting volume, listing new products, and coordinating promotions.
Surrey, BC
I created and implemented individual learning plans to support student success in Math, Physics and Chemistry in grades 8 through 12
London, United Kingdom
Placed at Brentford Girls School in London in order to provide one-to-one tuition for students struggling with numeracy.
Other employees you can reach at connectwealth.ca. View company contacts for 12 employees →
Josiah Fox
Colleague at Connect WealthNew Westminster, British Columbia, Canada, Canada
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Vince Olfert
Colleague at Connect WealthCanada, Canada
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Cheryl Mcgee
Colleague at Connect WealthSurrey, British Columbia, Canada, Canada
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Cheryl Mcgee
Colleague at Connect WealthSurrey, British Columbia, Canada, Canada
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Sandy Schindel-Lucas
Colleague at Connect WealthWhite Rock, British Columbia, Canada, Canada
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Cassandra San
Colleague at Connect WealthSurrey, British Columbia, Canada, Canada
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Shelley Willms
Colleague at Connect WealthSurrey, British Columbia, Canada, Canada
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Cheryl Mcgee
Colleague at Connect WealthSurrey, British Columbia, Canada, Canada
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Mark Smigel
Colleague at Connect WealthCanada, Canada
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Michelle Jones
Colleague at Connect WealthSurrey, British Columbia, Canada, Canada
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Quick answers generated from the profile data available on this page.
Julia Friesen, Bsc, Cfp® works for Connect Wealth.
Julia Friesen, Bsc, Cfp® is listed as Certified Financial Planner at Connect Wealth.
AeroLeads has found 1 work email signal at @connectwealth.com for Julia Friesen, Bsc, Cfp® at Connect Wealth.
Julia Friesen, Bsc, Cfp® is based in Abbotsford, British Columbia, Canada while working with Connect Wealth.
Julia Friesen, Bsc, Cfp® has worked for Connect Wealth, Pbi Actuarial Consultants, Gordon Food Service, Pacific Academy School, and Anzuk Teaching Agency.
Julia Friesen, Bsc, Cfp®'s colleagues at Connect Wealth include Josiah Fox, Vince Olfert, Cheryl Mcgee, Cheryl Mcgee, and Sandy Schindel-Lucas.
You can use AeroLeads to view verified contact signals for Julia Friesen, Bsc, Cfp® at Connect Wealth, including work email, phone, and LinkedIn data when available.
Julia Friesen, Bsc, Cfp® holds Bachelor Of Science (B.Sc.), Physics from University Of The Fraser Valley.
Julia Friesen, Bsc, Cfp® is listed with skills including Actuarial Science, Analysis, Data Analysis, Statistics, Leadership, Customer Service, Time Management, and Pricing.
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