Juline Bergeron is a Wealth Planner at Optimize. For 17 years, she’s helped clients navigate their financial journeys with strategies that fuel long-term success. Juline takes a client-first approach and connects clients with services that align with their exact needs, from retirement planning, to tax optimization, estate planning, and investment management.
Her commitment to transparent communication and guidance allows clients to always be informed before they make important decisions. By leveraging Optimize’s cutting-edge technology and holistic family office services, she creates tailored financial plans that adapt to clients’ changing needs. With a blend of dynamic expertise and empathy, Juline guides her clients on paths to secure and prosperous financial futures.
Juline's passion for helping people goes beyond financial services. She is committed to giving back to the community through initiatives that support access to literacy and healthcare for children.