Involved in finance since 1994, Julie Marcotte has held the positions of investment advisor and financial planner. She developed her knowledge of the financial guidance needs of physicians by working with this clientele in a large Canadian financial institution.
The health sector being close to her heart and, in order to participate in projects that will have an impact on her community, she has been a proud member of the Board of Directors of the Fondation Santé Gatineau since 2021.
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 québécois de la planification financière (1999).
She enthusiastically puts her expertise and passion for the profession to work for professionals in the greater Gatineau area. By building relationships based on trust and proximity, she offers a personalized approach as well as high-level advice on portfolio management, tax optimization, incorporation and retirement and estate planning.
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