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Julien has over 30 years of experience in the financial services industry. He joined his father-in-law Verlin (Lin) Marchbank in 1981 to provide high-quality advice and customized solutions that simplify and enhance the quality of our clients' insurance and investment portfolios.

Julien has the following designations:

Chartered Life Underwriter (CLU) for advisors with advanced knowledge in life and health insurance benefits and employee benefits.

Chartered Financial Consultant (ChFC) for advisors with advanced knowledge in wealth accumulation and retirement planning.