Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

How we work

My Team

25 Years of Experience

Financial Planner

Jeremy Ferrall, CFP®, CIM, FCSI

Client Care Manager

Belle Severn

Our Team

Praise is best heard in the third person

"When our financial advisor retired, we were very concerned that we would never find someone else who we could trust completely, ask for and receive good financial advice, and feel confident that our retirement was in good hands. Julia has delivered on all of these things, as well as being kind, considerate and easy to work with." - Kathryn & Tony Withers

Praise is best heard in the third person

"Julia Chapman is a top notch financial advisor who is very approachable and yet extremely thorough and knowledgeable. She takes the time to explain financial matters in plain language and ensures that every aspect of money management is taken care of. We have no hesitation in recommending her to anyone who wants to safeguard their financial security.” - Colin and Alison Sutherland

Praise is best heard in the third person

"Does Julia Chapman know what she’s talking about? Absolutely. But she also listens to us and answers our questions quickly, thoroughly and simply in a way we can actually understand. She always pays attention to our needs and goals, takes our circumstances in account and carefully gives us advice we trust." - Christine Wong

Praise is best heard in the third person

"Since being transferred to your client file by Carol Passfield, I will admit the initial stage was an adjustment for me because the two of you have very different personalities. However, I am more than pleased with the care and guidance you have provided me in the past several months. It has also been a pleasure getting to know you better; and your commitment to advancing your career is credible." - Joy Whittle

Advice your way

Because you want to grow more than your portfolio

HUMAN CENTERED ADVICE

Our Difference

Flexibility

Personalized Advice

Engaged Relationships

The Value of Advice

Top 10 Questions to Ask Yourself

My Team

25 Years of Experience

Praise is best heard in the third person

Praise is best heard in the third person

Praise is best heard in the third person

Praise is best heard in the third person

Insights

Estate Planning: First Steps

Sandwich Generation: Are You Taking Care of Yourself?

The Sudden Wealth Paradox | How to Manage a Windfall

Work With Our Team