Julia Klimova

As a Meridian Credit Union Financial Planner, I am committed to helping you feel more confident in your financial future.

With more than 20 years in the banking industry in both Canada and Switzerland, I understand the importance of listening. Everyone’s needs and experiences are different. Understanding where you are coming from, what you want to achieve and what you worry about helps me tailor the plan to your experience. Once we have a plan in place, I can present your investment options and find solutions that are right for you.

Your needs will always be my primary focus, and we will work together to build the best financial future for you and your family. I want you to feel confident in your financial decisions.

I graduated with a Bachelor of Arts from the University of Winnipeg, specializing in Economics, and an MBA from the University of Monaco. I am also a PFP designation holder.

Prior to joining Meridian, I provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families in both Canada and Switzerland. I have worked at CIBC, RBC Dominion Securities, Dundee Wealth and UBS.

I live in Hamilton with my husband. When I’m not looking after my clients, I travel, ride my bike, walk my dog and advocate for animal rights. As a Meridian Financial Planner and your neighbour, I look forward to helping you achieve your financial goals now and into the future.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.