Julie Tupman, CFA, CFP, CIM
Senior Investment Counsellor
Our approach
We take care of the families we work with by providing and co-ordinating advice for all facets of their financial picture, simplifying their affairs and helping them navigate life’s transitions.
Our highly experienced and accredited team works with a small number of clients to ensure close relationships and the highest level of care.
Our clients value our focus on comprehensive cash flow, tax and legacy planning and choose to delegate investment management decisions so they can spend their time on the things they enjoy most in life.
Our disciplined process ensures that portfolios are aligned with each clients’ unique needs and are designed to create a sustainable strategy for long term success.
Our team
Every member of our team brings care, expertise, and a strong sense of stewardship to everything we do. We’re committed to earning your trust and being a meaningful part of your life journey.
You've built something extraordinary.
For you, wealth is more than numbers—it's possibilities realized, dreams fulfilled, and legacies created and preserved.
At RBC PH&N Investment Counsel, we go beyond understanding your finances, to your values, your aspirations, and what you want your wealth to accomplish. Then we design integrated wealth management strategies that protect what you've built while creating opportunities for what comes next—for your family, your business, and the impact you want to make.