Julie Petrera

As the Director of Financial Planning, Julie leads the development and execution of the firm's Canadian financial planning strategy. She oversees a variety of initiatives like advice and guidance, and financial planning processes and tools that support Canadian investors.

Julie provides informed guidance on complex wealth management topics with practical and accurate advice that is aligned with clients’ evolving needs.

Julie leads cross-functional projects, contributes to firm-level decision-making, and mentors the next generation of leaders. As a key spokesperson, she amplifies the firm's voice regularly sharing insights with branches, at client-facing events, and through media communicating clear, purposeful financial advice to empower Canadians to achieve lifelong financial fulfilment.

Since joining Edward Jones in 2021, Julie has brought more than 20 years of experience in advice, compliance practices, practice management, and strategy from prior roles at Dundee Wealth and MD Financial. Julie supports the development of future wealth managers by partnering with leading financial education institutions like CSI Global Education, FP Canada, the Schulich School of Business, and the CISI in the U.K.

As a recognized thought leader in the financial services industry, Julie regularly contributes to publications like Canadian Money Saver, Wealth Professional, Globe Advisor, MoneySense, and appears on BNN Bloomberg, CP24, Global News, CBC Radio, and at national conferences like The World Money Show. Julie's industry impact was acknowledged in 2019 with a nomination for the IIAC Top Under 40 Investment Industry award.

Julie holds a bachelor’s degree from Western University, an MBA from Dalhousie University, and a Certificate in Corporate Communications from the University of Ottawa. She holds the CFP® designation and CIM® designation and is a Fellow of the Canadian Securities Institute (FCSI®). 

When Julie is not working, she enjoys running, spinning, and travelling—her favourite place to travel is Italy, where she lived with her husband a few years ago.