September 8 - 9, 2023|Toronto
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Julie Petrera

Senior Strategist—Client Needs
Edward Jones
As a senior strategist for client needs, Julie Petrera is responsible for developing advice and guidance for Canadians by creating impactful thought leadership to help lead and coordinate advice and guidance strategy development. She has also authored several articles providing financial advice for Canadian publications including the Medical Post and Canadian MoneySaver, and has presented to several groups on financial planning in a pandemic for doctors. Ms. Petrera was nominated for an IIAC Top Under 40 award in the investment industry in 2019. She earned a Bachelor's degree from The University of Western Ontario, an MBA from Dalhousie University, and a certificate in corporate communication from the University of Ottawa. Ms. Petrera holds the CFP® certification and is also a fellow of the Canadian Securities Institute (FCSI).

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