Individual Insurance Consultant
Julia specializes in individual insurance with a focus on values-based financial planning and risk management, helping individuals, families and businesses make confident financial decisions – especially those in unique tax scenarios. Julia takes a unique approach to risk management, determining what is most important to clients as they make meaningful and impactful decisions surrounding their wealth and wealth transition.
Julia graduated from the University of Western Ontario where she majored in Finance and Political Science. She began her career in risk management with London Life, working primarily with young professionals and families. She is currently pursuing her Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. Julia has also completed Business Family Dynamics as part of the Family Enterprise Advisor (FEA) program, where she expanded her knowledge further in the world of family business and the unique challenges faced.
For over a decade, Julia has been an active volunteer supporting individuals with Down Syndrome, currently with Ups and Downs – Calgary Down Syndrome Association. She enjoys spending her spare time in Montana, downhill skiing, cycling, and Calgary’s diverse dining culture.
* Insurance services offered through Richardson Wealth Insurance Services Limited. Julia Best is a Wealth & Insurance Advisor with Family Wealth Coach Planning Services.