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Julie Petrera

Senior Strategist - Client Needs, Canada

    As a Senior Strategist for client needs, Julie leads the firm's advice and guidance strategy for Canadians.

    Prior to joining Edward Jones in 2021, Julie worked at Dundee Wealth and MD Financial Management in advice, supervision, practice management and strategy, bringing 20 years' experience working in the financial industry. She has also worked with many students pursuing professional designations for industry education providers including CSI Global Education, FP Canada, the Schulich School of Business in Canada, and the CISI in the U.K., to name a few. In 2019, Julie was nominated for an IIAC Top Under 40 Award in the investment industry.

    Julie has authored several articles, providing financial advice to Canadians through Globe Advisor, The Wealth Professional, The Winnipeg Free Press, the Medical Post, and Canadian Money Saver. Her guest speaking appearances include CTV, the Canadian Money Show, as well as several radio shows and podcasts.

    Julie earned her bachelor's degree from the University of Western Ontario, an MBA from Dalhousie University and a certificate in Corporate Communications from the University of Ottawa. Julie holds the CFP® and the CIM® designations. She is also a fellow of the Canadian Securities Institute (FCSI).

    When Julie is not working, she is probably running, spinning or travelling. Her favorite place to travel to is Italy, where she and her husband lived for several years.

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