Julia Ren
Director, Advisor Onboading & Transitions at Manulife Wealth
Based in Toronto, Canada
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Seniority
Other
Department
Other
Location
Toronto
Industry
Financial Services
Company size
1.4K
Contact information
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j•••••••@manulifesecurities.ca
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Background
About Julia Ren
With 15 years of experience in financial services, I have built my career around supporting Investment Advisors in the growth and evolution of their practices. I’m passionate about helping advisors navigate key milestones in their professional journey. Throughout my career, I have worked closely with advisors to provide thoughtful, strategic guidance aimed at strengthening their businesses and positioning them for long-term success. I take pride in being a trusted partner to those seeking to grow, leave a legacy, or transition to a firm that better aligns with their goals, values, and client needs. At the heart of my work is a strong commitment to advisor advocacy. I believe in ensuring that at every step of the journey, advisors feel supported, understood, and empowered to make confident decisions for themselves and the clients they serve.
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