Rich Julé is a Senior Wealth Advisor and Senior Portfolio Manager with The Julé Group at CIBC Wood Gundy Inc. Rich began as an investment advisor in 1985, driven by a passion to assist his clients in achieving their life ambitions and positively impacting their financial outcomes and those of their families. Over the decades Rich has successfully managed the wealth of entrepreneurs, professionals, and successful investors through a variety of economic and market conditions to meet their lifestyle and legacy objectives.   

Rich holds a Chartered Investment Manager (CIM®) designation. The (CIM®) designation signifies his advanced knowledge in discretionary investment and portfolio management services.

Rich was born and raised in Saskatchewan. His parents were teachers who valued education and had, among other things, an ongoing interest in investing. This prompted Rich at age 13 to begin learning about saving, investing, and the capital markets. After high school he expanded that education, which helped him realize how helpful he could be to others. For Rich, being a Wealth Manager was the perfect balance of research, continual education, and helpfulness. He had found his calling. Outside of his wealth management business, Rich treasures time with family and friends. He and his wife Schelina are proud parents to seven children and five grandchildren. They also enjoy staying active, travelling, attending sporting events, supporting the arts, and giving back to the community. Rich and Shelina’s community support initiatives are listed within the Julé Group’s website community page. 

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®), Certified Financial Planner (CFP®) designations, and the FCSI® Certification. In addition, he has his insurance license and has earned the title of Associate Portfolio Manager. Further, Kavan is a member of The Julé Group’s Investment Committee and is 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 traveling, 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 is also a member of The Julé Group’s Investment Committee and is engaged in investment management, client reviews, and daily market research.

Outside of the office, Davin enjoys going to the gym, playing slow-pitch baseball, reading, playing guitar, and learning to speak Greek. He is also a huge NFL fan and a faithful supporter of the Los Angeles Chargers. Davin and his wife Christina, value spending time with friends, family, and their very loved cat Marmalade. Davin has found giving back to his community through CNIB and CIBC Run for the Cure very rewarding and plans to continue to serve his community.