Our Team

With nearly 30 years of wealth management experience, Julie brings a depth of client, investment and leadership expertise to helping high-net-worth individuals and families preserve, thoughtfully grow and transition their wealth across generations.

Julie believes successful wealth management begins with understanding what matters most to each client. She takes the time to understand their priorities, family circumstances and long-term aspirations, then works with them to connect their investment strategy with their broader financial, tax, estate and legacy considerations. Drawing on the capabilities and expertise across BMO Private Wealth, Julie helps clients navigate the complexities that often accompany significant wealth with clarity and confidence.

Julie spent approximately 20 years working directly with high-net-worth clients before joining BMO Private Wealth in 2017. For the past 5 years, she was Director, Portfolio Management Supervision, whereby she led a team responsible for the oversight of BMO Nesbitt Burns’ flagship managed account program, representing more than $100 billion in assets under management. She was also a member of the Portfolio Solutions and Managed Assets Investment Committee.

Today, as an Investment Counsellor & Portfolio Manager with BMO Private Wealth, Julie brings the breadth of this experience back to working directly with clients. Her approach combines the perspective gained through decades of client relationships with deep portfolio management expertise and an understanding of the discipline and governance behind sophisticated investment programs.

Above all, she is committed to building trusted, long-term relationships and helping clients make informed decisions about their wealth through different stages of life and across generations.

Julie holds the Chartered Investment Manager (CIM®) designation and has been recognized for her leadership both within BMO and across the industry. She was chosen for the 2025 VersaFi Executive Leaders Program and recently received the BMO Private Wealth Outstanding Leadership Award.

Born and raised in Kitchener, Ontario, Julie moved to Toronto in 1999 to continue building her career in wealth management. She now lives in Mississauga’s Sherwood Forrest neighbourhood with her husband, Paul, and daughter, Maya.

Outside of work, she enjoys traveling with her family, is an avid equestrian and enjoys practicing yoga.

Katrina began her career in financial services with BMO in 2010, working with both personal and commercial clients before joining the Investment Centre. Over the past 14 years, she has worked as a Senior Investment Specialist, developing extensive experience in investments and building strong, lasting relationships with clients. In 2026, she joined BMO Private Banking as a Portfolio Assistant, bringing her broad investment knowledge and client-focused experience to her new role.

She holds a Diploma in Business Administration – Financial Planning from Seneca College and has completed the Investment Funds in Canada (IFIC) course, Canadian Securities Course (CSC), and the Branch Compliance Officer (BCO) course. She is committed to providing thoughtful, personalized service and supporting clients and their families as they navigate their wealth management needs.

Outside of work, she enjoys spending time outdoors with her husband and two children. She also loves baking and trying new recipes, and cherishes time spent with family.