Financial Security Advisor
Julia Hodsman has been with Canada Life (previously Freedom 55 Financial) since 2005.
She believes that her years as an operations manager were an ideal foundation for her career as a financial advisor. Great empathy, good listening skills and her ability to effectively problem solve are symbols of her appreciation by her clients.
She is supported by her business partner and brother Cam Hodsman, and a team of insurance and investment product specialists whose knowledge and professionalism help her build long-lasting relationships with her growing client base and provide excellent client service. Julia is in the process of obtaining her Certified Financial Planner (CFP) designation.
Her focus is on empowering female business owners and career-focused mothers to understand their finances and live a happy life financially.
Julia is married to Brian and has two young children. Away from the business, she enjoys exploring beautiful BC in their trailer, spending time with and family and friends and snowboarding at Big White.
How to make an impact with strategic charitable donations
Dec 01, 2022 - Canada Life
Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...Read more
How key person insurance can help your business
Nov 15, 2022 - Canada Life
Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success....Read more
Contact me today to learn more