Julie Petrera
About Julie Petrera
Julie Petrera serves as the Wealth Planning and Strategy Lead at MD Financial Management and has a strong background in finance and education. She holds an MBA from Dalhousie University and has extensive experience in various financial roles and academic positions.
Current Role at MD Financial Management
Julie Petrera serves as the Wealth Planning and Strategy Lead at MD Financial Management since 2015. In this role, she focuses on developing comprehensive wealth management strategies tailored to the needs of clients. Her expertise in financial planning enables her to guide clients through complex financial decisions, ensuring they achieve their financial goals.
Education and Expertise
Julie Petrera holds a Master of Business Administration from Dalhousie University, where she studied Finance from 2007 to 2011. She also completed a Bachelor of Arts in Political Science at Western University from 1999 to 2002. Additionally, she studied Communication and Writing at the University of Ottawa from 2018 to 2019. Her educational background is complemented by extensive training at the Canadian Securities Institute, spanning from 2003 to 2018.
Previous Experience in Financial Services
Prior to her current position, Julie Petrera worked at MD Financial Management as a Practice Manager from 2014 to 2015. She also held roles at Csi Global Education Inc. as an External Consultant and Subject Matter Expert from 2010 to 2011, and as a Content Development Specialist in Compliance from 2011 to 2012. Additionally, she served as Corporate Branch Manager at Dundeewealth Inc. from 2008 to 2011.
Academic Involvement at Schulich School of Business
Julie Petrera has been involved in academia as a Professor Assistant at Schulich School of Business - York University since 2010. In this capacity, she contributes to the education of future business leaders by sharing her knowledge and experience in wealth management and financial strategy.