Julie Westall, Cfp®, Cim®
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Julie Westall, Cfp®, Cim® Email & Phone Number

Financial Planner, Future Financial Planning Group at Worldsource Financial Management
Location: Ottawa, Ontario, Canada 3 work roles 2 schools
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Current company
Worldsource Financial Management
Role
Financial Planner, Future Financial Planning Group
Location
Ottawa, Ontario, Canada
Company size
67 employees

Who is Julie Westall, Cfp®, Cim®? Overview

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Quick answer

Julie Westall, Cfp®, Cim® is listed as Financial Planner, Future Financial Planning Group at Worldsource Financial Management, a with 67 employees, based in Ottawa, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Julie Westall, Cfp®, Cim®.

Julie Westall, Cfp®, Cim® previously worked as Associate Advisor at Rbc Dominion Securities. Julie Westall, Cfp®, Cim® holds B. Comm, Finance And Marketing from University Of Ottawa.

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Email format at Worldsource Financial Management

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Worldsource Financial Management

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Profile bio

About Julie Westall, Cfp®, Cim®

Julie Westall, Cfp®, Cim® is a Financial Planner, Future Financial Planning Group at Worldsource Financial Management. She possess expertise in investments, investment management, retirement, investment strategies, financial planners and 4 more skills.

Listed skills include Investments, Investment Management, Retirement, Investment Strategies, and 5 others.

Current workplace

Julie Westall, Cfp®, Cim®'s current company

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Worldsource Financial Management
Worldsource Financial Management
Financial Planner, Future Financial Planning Group
Ottawa, ON, CA
Website
barrycarson.ca
Employees
67
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3 roles

Julie Westall, Cfp®, Cim® work experience

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Financial Planner, Future Financial Planning Group

Worldsource Financial Management

Ottawa, Canada Area

At Future Financial, our main goal is to provide you with the information you need to help you through the maze of financial products. As independent financial planners, we understand the importance of investing wisely and having clear financial goals.Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Eppstadt Future Financial Services Inc. and TermMart Insurance… Show more At Future Financial, our main goal is to provide you with the information you need to help you through the maze of financial products. As independent financial planners, we understand the importance of investing wisely and having clear financial goals.Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Eppstadt Future Financial Services Inc. and TermMart Insurance Agency Ltd. Show less

Team & coworkers

Colleagues at Worldsource Financial Management

Other employees you can reach at barrycarson.ca. View company contacts for 67 employees →

DC Dorothy Collins Dorothy Collins Colleague at Worldsource Financial ManagementBarrie, Ontario, Canada View → DM Deborah Morra Deborah Morra Colleague at Worldsource Financial ManagementBolton, Ontario, Canada View → PK Paul Kramer, Ba, Cfp, Chs Paul Kramer, Ba, Cfp, Chs Colleague at Worldsource Financial ManagementOntario, Canada View → KM Karen Moriarty Karen Moriarty Colleague at Worldsource Financial ManagementOro-Medonte, Ontario, Canada View → JS Jason Stalker, Ceo Of Stalker Financial Group Jason Stalker, Ceo Of Stalker Financial Group Colleague at Worldsource Financial ManagementGreater Winnipeg Metropolitan Area, Canada View → HJ Helena Jano Helena Jano Colleague at Worldsource Financial ManagementCanada View → DH David Heidmiller, Qafp® David Heidmiller, Qafp® Colleague at Worldsource Financial ManagementOakville, Ontario, Canada View → AD Alex Dikih Alex Dikih Colleague at Worldsource Financial ManagementLondon, Ontario, Canada View → VN Vanessa Nent Vanessa Nent Colleague at Worldsource Financial ManagementCoaldale, Alberta, Canada View →
2 education records

Julie Westall, Cfp®, Cim® education

Education record

Canadian Securities Institute

Courses: Canadian Securities Course, Conduct and Practices Handbook, Derivatvies, Options, Investment Managment Techniques, Portfolio.

FAQ

Frequently asked questions about Julie Westall, Cfp®, Cim®

Quick answers generated from the profile data available on this page.

What company does Julie Westall, Cfp®, Cim® work for?

Julie Westall, Cfp®, Cim® works for Worldsource Financial Management.

What is Julie Westall, Cfp®, Cim®'s role at Worldsource Financial Management?

Julie Westall, Cfp®, Cim® is listed as Financial Planner, Future Financial Planning Group at Worldsource Financial Management.

Where is Julie Westall, Cfp®, Cim® based?

Julie Westall, Cfp®, Cim® is based in Ottawa, Ontario, Canada while working with Worldsource Financial Management.

What companies has Julie Westall, Cfp®, Cim® worked for?

Julie Westall, Cfp®, Cim® has worked for Worldsource Financial Management and Rbc Dominion Securities.

Who are Julie Westall, Cfp®, Cim®'s colleagues at Worldsource Financial Management?

Julie Westall, Cfp®, Cim®'s colleagues at Worldsource Financial Management include Dorothy Collins, Deborah Morra, Paul Kramer, Ba, Cfp, Chs, Karen Moriarty, and Jason Stalker, Ceo Of Stalker Financial Group.

How can I contact Julie Westall, Cfp®, Cim®?

You can use AeroLeads to view verified contact signals for Julie Westall, Cfp®, Cim® at Worldsource Financial Management, including work email, phone, and LinkedIn data when available.

What schools did Julie Westall, Cfp®, Cim® attend?

Julie Westall, Cfp®, Cim® holds B. Comm, Finance And Marketing from University Of Ottawa.

What skills is Julie Westall, Cfp®, Cim® known for?

Julie Westall, Cfp®, Cim® is listed with skills including Investments, Investment Management, Retirement, Investment Strategies, Financial Planners, Financial Services, Financial Planning, and Insurance.

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