Julie Shackelton, RIS
Investment Specialist
FirstOntario Credit Union
Aviso Wealth
I enjoy helping our members reach their financial goals and dreams by offering sound advice. My priority is understanding you, your family, and what matters most on your financial journey. I strive to earn each member’s trust so they feel confident seeking my guidance when they have questions or an important decision to make.
I have been a financial professional for over 15 years, with 10 of those dedicated to serving FirstOntario branches. I’ve supported our members with their lending, investing, and daily banking requirements - often referring them to our internal partners. I take pride in finding the best solution for each member through thoughtful conversations and questions aimed at understanding their current and evolving needs.
As a Western University graduate, I earned a bachelor’s degree in psychology and criminology. In my spare time, I enjoy quality time with my family, our pets, and experiencing fun adventures. I’m a true country girl at heart and always try to look on the bright side of life.
Member testimonial
“Julie is kind and personable, and wants to make sure that I understand exactly what is happening. I am very new to investing. Julie explains things thoroughly and helps me make informed decisions.”
– Gayle S., Woodstock, ON