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Richard M. Julé, CIM, Senior Wealth Portfolio Manager

CIBC Wood Gundy

Suite 420, 1801 Hamilton Street, Regina, Saskatchewan, S4P 4B4

Team Assets (Custodied)

$723-million

Typical Size of Household Accounts

$500,000 -
$13-million

Minimum Account Size for New Business

$500,000

Typical Net-Worth of Relationships

$1.5-million -
$15-million

Rich Julé leads The Julé Group, where he aims to make a meaningful impact by helping clients achieve their desired financial, lifestyle, and legacy goals. He brings 36 years of experience as an investment advisor, wealth advisor and portfolio manager. Rich holds the Chartered Investment Manager (CIM®) designation.

He has selected his team members based on their specialized skills and their passion for excellence. The Julé Group has developed and refined an investment and wealth management process that carefully considers wealth, risk, debt, tax planning, and cost management. A client’s personal goals are an essential part of a wealth management plan, whether a work-optional lifestyle, maximizing retirement funding, long-term savings, philanthropy, and/or planning an investment legacy.

The Julé Group uses a disciplined investment process to build client wealth. Client portfolios are globally diversified, with a blend of proprietary screened investments developed for each client’s personal needs. The team’s clients include successful business owners, professionals, affluent investors, and their family and friends.

Clients benefit from the team’s wealth management process (WMP). It generates exclusive financial vision documents that provide a detailed summary of their family, occupation, lifestyle and financial goals. The WMP also includes a financial plan that establishes steps toward achieving those objectives. In addition, the WMP offers a wealth management roadmap and a goals-based report. These monitor and track a client’s wealth relative to the projections in their financial plan. The documents are paramount to regular wealth management reviews, a process that delivers peace of mind during volatile markets, while ensuring that clients goals are being met and have not changed.

Rich and his wife, Schelina, are committed to making a difference in their communities. They support numerous local, national, and international charities through their foundation. They have a passion for travel, and enjoy the arts, sports, and outdoor activities. However, nothing is as valuable as their time spent with family and friends.


Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.