Julie Frenette RRC® in

Julie Frenette RRC®

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Financial Advisor at LIFESTAGES FINANCIAL GROUP, LLC
📍 Fredericton, New Brunswick, Canada

Julie Frenette is a Financial Advisor at LIFESTAGES FINANCIAL GROUP, holding a Registered Retirement Consultant (RRC®) designation and a Certificate in Business Administration. Drawing on her experience from major institutions like RBC and Scotiabank, she helps families make sound financial choices. People she has worked with describe her as caring and kind-hearted.

Outside of her primary role, Julie is an entrepreneur with diverse interests. She is a landlord focused on providing affordable housing and was formerly the Director of Finance for a specialty food company. She is also a strong advocate for improving financial literacy among young people.

Julie was previously the Director of Finance for CURIOUS FOODS LIMITED, a company specializing in New Zealand-style savory hand pies.

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Experience
22 Years
Current Role
Financial Advisor
Job Level
Mid-senior
Location
Fredericton, New Brunswick, Canada
Personality Overview

How Julie shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Julie cares about

Financial Literacy
Advocates for teaching financial literacy in schools and encourages parents to provide children with a strong financial foundation.
Retirement Planning
As a Registered Retirement Consultant (RRC®), she is certified to provide specialized advice to help clients prepare for retirement.
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Career

Work history

8-2023
Financial Advisor
LIFESTAGES FINANCIAL GROUP, LLC
3-2022 - 9-2023
Financial Advisor
RBC Royal Bank Of Canada
4-2021
Director of Finance
CURIOUS FOODS LIMITED
9-2018 - 3-2022
Financial Advisor
Scotiabank
7-2018
Landlord & Property Manager
Self-employed
In the press

Media appearances

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Education
2012 - 2014
Certificate in Business Administration
University of New Brunswick
1996 - 1999
Education details unavailable
Sugarloaf Senior High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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