Julie He As Principal & Portfolio Manager, Partner Solutions, Julie is part of Westcourt Capital Corporation’s Partner Solutions team and 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 an Honours Bachelor of Science as well as a Masters of Finance degree 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 (Exempt Market Dealer) for Westcourt in Ontario, Quebec, Alberta and British Columbia.