Senior Technical Planner

Born in China, Julia spent time studying in England before coming to Canada.  She has numerous degrees including a Bachelor of Science in Business & Management Information Systems, Postgraduate Certificate in Business & Marketing Management and a Masters of Science degree in Systems Science.  A vast portfolio of work experience includes management positions with Shenglin Financial, Sun Life Financial Services, Nortel Networks, Great West Life and most recently as an Associate Product Manager and Product Analyst for MD Physician Services in Ottawa.

A CERTIFIED FINANCIAL PLANNER™ since 2008, Julia joined the Craig & Taylor Associates team to focus on her love of systems and her extensive experience in financial services. She will be leading the technical planning division.  Working with the senior financial planners and advisers, Julia will ensure our clients have the best financial plans available.

Julia Zhou
Senior Technical Planner
Craig & Taylor Associates

504-1525 Carling Ave.
Ottawa, Ontario
K1Z 8R9

Telephone: (613) 725-3414
Toll Free: 1-800-265-8244
Fax: (613) 725-9570
jzhou@craigandtaylor.com