Wealth Management Advisor, Professionals' Financial - Private Management
Involved in finance since 1994, Julie Marcotte has held the positions of investment advisor and financial planner, using her skills and know-how to help her clients grow their assets. She developed her knowledge of the financial guidance needs of physicians by working with this clientele in a large Canadian financial institution. Ms. Marcotte holds a Bachelor of Arts degree, Political Science and Government option, from the University of Ottawa (1989) and a Bachelor of Business Administration degree from the Université du Quebec en Outaouais (1992). She also holds the financial planner designation from the Institut québécois de la planification financière (1999). Well established in the Outaouais community, Julie Marcotte uses her dynamism and skills to serve her clients in the greater Gatineau region.
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