An active member of the CFA Society Toronto, Julie has achieved and helped others achieve great success. It’s always been her priority to ensure that her clients receive in-depth, personalized investment management, and financial planning services. Julie holds a Bachelor of Business Administration with Honors and a minor in Economics from Wilfred Laurier University and brings with her over 20 years of experience working with individuals, families, and not-for-profit organizations as a CFA charter holder and Certified Financial Planner. Everyone who walks into her office at Logan Wealth Management knows their unique financial needs will be met.
Julie is the 2021 recipient of the President’s Award from the Alberta Land Surveyors Association.”
Recipient of the 2021 Alberta Land Surveyors’ Association President’s Award
Contact Julie directly at Julie.brough@loganwealth.com or follow her on LinkedIn at Julie Brough | LinkedIn