Know your advisor: CIRO Advisor Report
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Friendly. Knowledgeable. A Good Listener.
Julie Scott is a financial advisor currently working virtually for branches in Hanna, Oyen, Castor, Coronation, and Consort. She has her Qualified Associate Financial Planner (QAFP™) and Wealth Management Essentials (WME®) designations.
Here for the long run
Julie believes ATB Wealth’s modest size allows its employees to get to know you well, and thus provide comprehensive solutions. She particularly enjoys working with young couples and starting them on the right path for their financial journey. Knowing that trust and transparency are key features of the client relationship, Julie likes to explain concepts using terms you will understand.
Time outside
Julie enjoys hiking, golfing and reading. All of these are better yet, if there is an ocean close by.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
Visit my branches
Send me an email
Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.