[Sponsored by Julie Shipley-Strickland Wealth & Risk Management]
Knowledge is power. That’s why we’re teaming up with Julie Shipley-Strickland to help spread financial knowledge. Julie is a Senior Wealth Advisor with Wellington-Altus Private Wealth and Principal/Founder of Julie Shipley-Strickland Wealth & Risk Management. November is Financial Literacy Month, and to celebrate, Julie is creating a chance to win $500 to kickstart your wealth building journey!
The road to investing isn’t easy, so we sat down with Julie to learn about her business, hear how it ties in with emotional intelligence, and to get some amazing tidbits to help grow your wealth!
Enter to win a $500 pre-paid Visa gift card to treat yourself, or save!
Rules & Regulations: By subscribing to the contest above, you are accepting promotional emails from both www.ItsDateNight.com and Julie Shipley-Strickland,. Entrants must be 18+ to enter and live in Alberta.
The winner will receive a Pre-Paid VISA gift card in the amount of $500.00 CAD.
Winner will be selected and contacted via email from the datenight team name@itsdatenight.com, please keep an eye on our social media for updates at instagram.com/datenightyyc. We will never contact you for financial information, do not respond to any spam emails or messages regarding this contest. Contest closes Friday November 25, 2022. The winner’s name will be posted to this article and they will be contacted via email.
Thank you and good luck!
Finished entering? Learn more about Julie and her line of work, plus get some valuable insight into finances, relationships, and life!
Meet Julie
As a CERTIFIED FINANCIAL PLANNER® professional, Julie holds a Bachelor of Commerce degree in Finance and Accounting from Queen’s University and a Bachelor of Arts degree in History. After completing her degrees, Julie worked for Michael Kors and L’Oréal Paris before moving into the financial sector to pursue her passion of wealth and risk management.
She launched her own business in the middle of the 2008 financial crisis, under the mentorship of her father, who was also in the financial services business. In 2012, Julie took over part of her father’s wealth and risk management business, and joined Wellington-Altus Private Wealth in 2019 to provide her clients with greater access to diverse wealth solutions.
“I am currently a Senior Wealth Advisor with Wellington-Altus Private Wealth and the Principal and Founder of Julie Shipley-Strickland Wealth & Risk Management, my core business that I rebranded in 2020. There are two sides to my business: risk management and wealth management. On the insurance side, I get to know each client deeply to provide them with an insurance plan that best suits their lifestyle and long-term planning needs. On the investment side, I work with my clients to develop an investment strategy and collaboratively design their portfolio to ensure they are on the path to reach their financial goals.”
Julie Shipley-Strickland
JSS: My innovative process involves building strong, lasting relationships to empower my clients along their wealth-building journey. With my detailed yet efficient onboarding, and ongoing process, success goes beyond traditional financial gains to enable my clients to embrace a whole new level of financial confidence. This process starts with information gathering via genuine conversations. I put together a holistic view of their wealth and create a financial plan that includes insurance and investment strategies that work together. Once the plan is set in motion, I move into the monitoring and reviewing phase, ensuring that my clients can celebrate their projected financial milestones.
As a result of my wealth business success, I was a finalist in the Canadian Wealth Professional Awards’ Female Trailblazer of the Year category for both 2021 and 2022. I was also honored as a finalist in the Universal Women’s Network Women of Inspiration Awards in 2021 and 2022. I’ve also been featured in various publications including Maclean’s, The Globe and Mail, Wealth Professional, and on several lifestyle podcasts.
Outside of my traditional office hours, I’ve recently been busy with a few projects to further my mission to educate and empower those who want to learn about building their financial confidence. In early 2022, I launched the Wealth With Julie Prosperity Playbook, a video-led e-course with six different modules and an over 70-page workbook. The purpose of this course was to spread knowledge to those who were ready to take the next step in their wealth-building journeys but couldn’t yet qualify for my professional services. Also, at the start of 2022, I invested my time in co-authoring a book titled The Canadian Guide to Personal Finance for Singles, the latest release in the Indigo series, The Canadian’s Guide To, which is now available in store and online! I’m also happy to be a notable source and presence amongst industry professionals and various media channels. You can find me quoted in publications such as The Globe and Mail, Maclean’s, FORUM Magazine and Wealthprofessional.ca. In addition, several Canadian-based lifestyle podcasts have had me share the story of my entrepreneurial journey and provide timely financial insights to fellow business owners and executives.
What are three of the most important things your line of work has taught you?
JSS: One, working in my industry has reinforced the importance of keeping an open mind, and an even more open heart. You never know what anyone is going through in their lives, so ensuring kindness and compassion are at the forefront of my days is extremely important to me. I work through stressful discussions around finances, mortality and illness daily, and frankly, you can’t get more personal than that. This is why I place a great importance, and coach my team, to support our clients, with compassion and empathy.
Two, prioritizing my clients and my time is important because my industry is fast-paced. I make sure to support all my clients in the way they require, while focusing on the daily tasks at hand.
Three, the importance of work/life balance. I feel like everyone can relate to this. Ensuring I’m managing my business but also creating the time for myself and my family is crucial. I’ve recently learned to prioritize adding a little “me time” into my life and it’s been tremendous for resetting and bringing my A game to not only my business, but my personal life as well.
The best part about empowering people to be confident in their financial decisions?
JSS: I think my favourite part of empowering people would simply be watching their individual journeys to becoming empowered with their wealth goals. I love seeing their financial confidence grow as their wealth builds. And, I love witnessing the celebratory moments when they see just how far they’ve come, and how far they can still go!
What has your line of work taught you about relationships and relationship building?
JSS: Relationships are the foundation of all business transactions, and this is of huge importance to me. I believe it is vital to create a relationship with my clients that includes both personal and professional discussions and support. I am coaching clients to build their wealth, ensure they are comfortably able to retire and support them if an accident or illness occurs along that journey. If we can’t have an open dialogue about their personal and professional goals, and what drives them in their lives, then we can’t establish the trust that is required for me to understand with clarity and I can’t properly support them on their wealth building journeys.
If you could give one piece of life advice, what would it be?
JSS: Trust and listen to the power of your intuition, aka …your gut! It has, and will always guide you in the right direction.
For me, I really started integrating this advice into my daily life after the birth of my first child. Trusting my intuition empowered me to understand my daughter’s needs when we couldn’t communicate with words. This mentality naturally carried on into my day to day life, my marriage, my friendships and my business. Some may say, “easier said than done” but once you create the habit – it’s an incredibly powerful one that is with you for life.
To finish it off, as a lover of Champagne, what are your favourite wines to impress a date?
JSS: My date has been the same for 19 years and he is an easy guy to impress; but for anyone looking to impress with champagne you can’t go wrong with “the real stuff.” Maybe it’s my French roots, but I’m a lover of champagne, from the Champagne region in France. My recommendations are Champagne Duval-Leroy as an affordable choice, and my personal favorite – that I fell in love with when I visited France in 2019 – the Taittinger Brut for special occasions!
DISCLAIMER: Insurance products are offered through Julie Shipley-Strickland Wealth & Risk Management which is a separate company and not an affiliate of Wellington-Altus Private Wealth.
