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Julian C. Smith

President & CEO

Bull Wealth Management Group Inc

Canada, Ontario, Toronto

About Me

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

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Profile Information

President & CEO

Bull Wealth Management Group Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Toronto

Ontario

Canada

Jul 20, 2024

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