Julie Polack is our fully licensed associate joining the firm in June 2020.
Julie’s role is diverse and encompasses office management, sales and service of Group Benefits, Group RRSP and Individual Life and Living benefits in addition to her responsibilities as a Licensed Mutual Fund associate.
Julie’s personal life experience has led her to become particularly passionate about protecting her clients with Critical Illness Insurance. Julie has been in the Financial Services industry since 2004; she enjoys helping clients reach their goals and is especially concerned about ensuring clients are protected against times of loss of income, death or life threatening illness. Client service excellence is something Julie is continually striving for!
More about Julie…
Having raised her two fantastic kids, Julie now enjoys spending time with her husband, family and friends. You can find her hiking the many local trails, running in local races (competing in both the 10k and half marathon distances) and cycling outdoors with her husband. Julie and her husband also enjoy travelling in addition to entertaining friends and family regularly!