I am a bilingual Independent Mortgage Professional, a Certified Financial Coach, Owner/Founder of Beyond Mortgage Strategies, co- founder of Your Move your Money, a Financial counsellor and a public speaker in the area of finance. I began my financial career in community development managing large budgets for various not for profit organizations some 30 years ago. I soon added to my Business Accounting Diploma, a Life Insurance Licence, a Financial Coach Certification as well as a Mortgage Professional Licence and many others. I discovered a gap existed between client’s needs and what was being offered in the financial world. Whether it was guidance or life insurance, all were a distant second to the business plan I had written in college. The opportunity to fulfill this gap by offering clients true financial strategies is what began the journey I have been on since 2010. In order to enhance one’s financial experience, I discovered that reviewing the whole picture had greater value to the client than addressing just the one element at hand. Clients have found a lifelong advisor who personally guarantees a new-found freedom when working with me. I am a strong problem solver, have a high level of dedication to my clients and have been referenced to being the Financial Coach Extraordinaire during my guest appearances on a local radio show!
As a Financial Coach: I will dedicate y experience and knowledge to building your personalized strategy in finding your financial freedom.
As a Mortgage Professional: My compassion and focus in achieving financial success is apparent to those I work with. If I can help clients save money on interest or improve their cash flow, it will have an impact on their lives not only now but in the future. I have access to different financial institutions and lenders offering a wide range of mortgage rates, terms and conditions. By shopping wisely, I can find the mortgage that best suits your financial needs. I want to help you make your money work for you… as soon as possible so you can have great cash flow in gear early.
As a public speaker: I am a bilingual speaker who engages my audience, I bring solid foundation to Financial Wellness, First time Home buyers and Retirement planning.
Trust, respect, and good ethics are what solid business relationships are founded upon – it’s what I receive and deliver.
I believe in making a difference!
Julie Leduc bringing you from Survival to stability to success to significance!