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Julie Charrette, Financial Advisor

FINANCIAL ADVISOR
Julie A Charrette

CEA®
2055 Sandwich West Parkway, Unit 1100, Lasalle, ON N9H 2S4opens in a new window
CallSend Me a Message

Focus Areas

  • Estate and legacy strategies
  • Intergenerational planning
  • Retirement income strategies
  • Wealth strategies
  • Business owner considerations
  • Divorce finances

About Julie

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. A one-size-fits-all approach may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate, we can offer investment solutions tailored to all your financial goals.

With my Certified Executor Advisor® designation, I have gained...

Work History

  • Edward JonesApril 2018 to Current

Personal Interests

  • Community Outreach
  • Social Responsibility
  • Spending Time with Family
  • Home Improvement
  • Gardening

Team Members

  • Linda Menard
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(519) 966-5046

Fax

(877) 335-9350

Office Address

2055 Sandwich West Parkway
Unit 1100
Lasalle, ON N9H 2S4opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More