Meet our Team
Julia Chapman, CEA, CPCA, RIS
Financial Advisor
Jeremy Ferrall, CFP®, CIM®, FCSI®
Financial Planner
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