Julie Marcotte

Julie Marcotte has been involved in the financial world since 1994 and has held positions as an investment advisor and financial planner, most notably with a large Canadian financial institution that provided services to a clientele of physicians.

At fdp Private Wealth Management, she enthusiastically puts her expertise and passion for the profession to work for professionals, such as doctors, dentists, pharmacists, notaries and architects, in the greater Gatineau and Ottawa area. By building relationships based on trust and proximity, she offers a personalized approach as well as high-level, honest and objective, advice on portfolio management, tax optimization, incorporation and retirement and estate planning.

Since 2021, she has also been a proud member of the Board of Directors of the Fondation Santé Gatineau, participating in projects that will leave an impact on the Outaouais community.

Ms. Marcotte holds a Bachelor of Business Administration degree from the Université du Quebec en Outaouais (1992). She also holds the financial planner designation from the Institut de la planification financière (IPF) (1999).