Julie He, CFA, MFin

As Principal, Partner Solutions, Julie works on developing its growth and advancement.

Julie’s professional background includes working at a prominent Canadian Bank within Capital Markets. During the course of her career, she has garnered expertise in advisory services including derivatives, bespoke structured solutions, and origination. Her clientele included Institutional Investors, Family Offices, and Ultra-High Net Worth individuals.

Julie earned a Bachelor of Science (Honours) degree as well as a Masters of Finance from the University of Toronto. She is a Chartered Financial Analyst (CFA®) Charterholder and has successfully completed the FINRA Series 7 and Series 63 licenses, the Canadian Securities Course (CSC), as well as the CPH. Julie is registered as a Portfolio Manager (Advising Representative) and Dealing Representative.

Beyond her professional pursuits, Julie is fluent in Mandarin and maintains a keen interest in globetrotting, autoracing, meditation, and is a certified Power Vinyasa Yoga Teacher.