Rich Julé leads The Julé Group, where he aims to make a meaningful impact by helping clients achieve their desired financial, lifestyle, and legacy goals. He has been an investment advisor, wealth advisor, and portfolio manager since 1985. In fact, Rich has successfully managed money during market crashes, bull and bear markets, and recessions. Additionally, he holds the Chartered Investment Manager (CIM®) designation.

His team members were selected based on their character, specialized skills, and their passion for excellence. The Julé Group has developed an investment and wealth management process that carefully considers their client’s wealth, risk tolerance and capacity, debt strategy, tax minimization strategy, and cost management before developing an individualized wealth management plan. Their portfolios are globally diversified with a blend of proprietary screened investments. We have successfully built wealth and retirement assets, while also, facilitating work-optional lifestyles, philanthropy, and planning investment legacies.

Rich and his wife, Schelina, are committed to making a difference in their communities. They support numerous local, national, and international charities through their foundation. They have a passion for travel, sports, outdoor activities, and the arts. However, nothing is more important than the time they spend with family and friends.

Stephanie has 16 years of extensive investment industry experience. She holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations. In addition, she has her insurance license and is a Portfolio Manager. Stephanie is also a member of The Julé Group’s Investment Committee and is actively involved in our stock and equity ETF screening, model portfolio monitoring, and portfolio rebalancing. Stephanie also manages the team and client communications when Rich is in meetings.

Stephanie enjoys being a hockey mom to her son and supporting her daughter in the performing arts. She also enjoys travelling and has an extensive list of countries she plans to visit. At the top of her list are Italy, Greece, Croatia, Spain, and the Maldives.

Kavan has been with The Julé Group since 2017. Prior to that, he achieved a Finance Degree and a Certificate in Economics from the University of Regina. He also holds the Chartered Investment Manager (CIM®) and the Certified Financial Planner (CFP®) designations, he has his insurance license and earned the title of Associate Portfolio Manager. Additionally, Kavan is a member of The Julé Group’s Investment Committee and is involved in monitoring our Alternative Investment Strategies, our preferred Institutional Managers, and fixed-income ETF exposures. He is also engaged in investment management, client reviews, and daily market research.

Kavan enjoys the company of his family and friends and working on projects around his house. He also has a passion for sports, outdoor activities, and adventurous travel. While travelling, he chooses to stay in hostels so he can meet and learn about people from all over the globe. He spends his vacation time hiking, socializing, and relaxing on the beach. He has visited 18 countries and has plans to explore many more.

Davin joined The Julé Group in 2019, after achieving a bachelor’s degree in Finance from the University of Regina. He holds a Chartered Investment Manager (CIM®) designation. Davin oversees our administration team and our client’s Wealth Management and Financial Reviews. Davin is a member of The Jule Group’s Investment Committee and is monitoring our short list of preferred Mutual Fund positions.

Davin enjoys being active, travelling, reading, playing guitar, and spending summer weekends at the family cabin. To stay active, he runs, goes to the gym, and plays on a recreational slow-pitch baseball team. While at the lake, he stays busy socializing, boating, and jet-skiing. His favorite travel destinations thus far are Italy and The Netherlands but he hopes to travel to his next bucket list destination, Greece, very soon.