MBA, CIM, Sr. Vice President & Portfolio Manager
Julie joined Coleford in 2016 following 10 years at private investment counselling firms in Toronto. At Coleford, she focuses on the Firm’s business development efforts and manages client relationships. Julie is a graduate of McGill University and the Rotman School of Management.
Who we are
At Coleford, we take the lead from our clients. We continually gather feedback and insights from our clients about all aspects of our service. In particular, our clients help us tailor our communications to maximize their understanding and to ensure full transparency.
Sr. Vice President & Portfolio Manager
Client Service Associate
Manager Client Services
44 Victoria Street, Suite 1701
Toronto, Ontario M5C 1Y2
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