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Julie Petrera

Senior Strategist, Client Needs, Canada

    As a senior strategist for client needs, Julie is responsible for leading Canada's advice and guidance team, developing impactful strategies and providing powerful insights to meet the needs of Canadians and drive them towards their financial goals.

    Prior to joining Edward Jones in 2021, Julie worked at Dundee Wealth and MD Financial 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.

    Julie has also authored several articles providing financial advice for financial professionals and everyday Canadians through Canadian Money Saver, Wealth Professional, Globe Advisor and MoneySense, and regularly represents Edward Jones in the Media through BNN Bloomberg, Global News, CP24, CBC radio, Strictly Money and has presented at The World Money Show. Julie was nominated for an IIAC Top Under 40 award in the investment industry in 2019.

    Julie earned her bachelor's degree from The University of Western Ontario, her MBA from Dalhousie University and a certificate in corporate communication at the University of Ottawa. Julie holds the CFP® and CIM ®designations and is 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 lived with her husband for a few years.

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