Julie Renderos
Asst. Manager, Operations and Administration
Recently promoted to Assistant Manager of Operations and Administration at CU Financial Management, Julie plays a pivotal role in supporting our sales support team. A graduate of Saint Mary’s University with a Bachelor of Commerce and a Certificate in Human Resource Management, Julie is a highly collaborative team player, working seamlessly with management, advisors, and clients alike.
In 2024, Julie enhanced her credentials by completing the Canadian Securities Course and becoming an Investment Representative. As a part-time assistant, she continues to support the advisory team with her extensive knowledge of systems and procedures.
Since joining CU Financial Management, Julie has consistently identified opportunities to improve processes, always prioritizing the client experience. Her commitment to ensuring clients feel confident in trusting CU Financial Management with their financial future is a hallmark of her work.
Outside the office, Julie is always on the move with her family. She and her husband stay busy with two active pre-teen boys involved in football, basketball, and motocross racing across the Maritimes. Yet, they also cherish their quiet moments by the shore.
Based out of: Waterville, NS
Causes: Julie is a keen supporter of the school breakfast program; it’s hard to learn on an empty stomach.
Financial Planning Tip: Don’t be afraid to ask questions, be open to change, and never assume anything! Note-this is also good life advice.