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Julie Edwards

Address

32988 South Fraser Way
Unit 202
Abbotsford, BC V2S 2A8

Languages

    English

My Background

Over the past 25 years my main focus has been working with retirees, providing expert advice on income planning, investment strategies and retirement planning, liaising with other professionals to assist my clients with tax efficiency and estate planning. I work closely with my clients to construct a portfolio that takes into account the individual's goals, means, objectives and risk tolerance. The Edwards Kalynchuk Team believes we significantly enhance our client’s overall long-term financial success with the personal attention, proper planning and ongoing counsel of our qualified and dedicated team.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.