Julian has over 20 years of wealth advisory and consulting experience. He started his career as an investment advisor at Merrill Lynch before leaving to head business development at Charles Schwab Canada. Julian spent over 5 years as Senior Vice President at Raymond James Ltd. heading its Asset Management and Product Development divisions, then left to co-found a global government bond investment management firm. Julian's expertise includes wealth advisory and consulting, operational management, compliance and risk management, and leadership. At BULLWEALTH, Julian provides wealth advisory and consulting advice to high net worth families and not-for- profit organizations, along with manage


Julian C. Smith
President & CEO
Bull Wealth Management Group Inc
Canada, Ontario, Toronto
About Me
Profile Information
President & CEO
Bull Wealth Management Group Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Toronto
Ontario
Canada
Jul 20, 2024
Keylinks
More profiles to browse
Kevin Van Dyk
Director of Research, Managing Partner, Managing Director, Advisory Group & Portfolio Manager
SC
Savva Cherdantsev
Managing Director Of Investments and Research
PJ
Paul Jaggard
Partner
PK
Peter Klein
Managing Partner
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
BH
Bob Helmer
President Emeritus
Baldwin Wallace University