Profile
“Our mission is simple: we empower financial planners to spend more time building trust, deepening client relationships, and growing their business”
Chris Arthur, Bold Wealth
Julie Seberras brings 25 years of experience to her current role as head of wealth planning and practice management at Manulife Wealth. Prior to her current role, she has held multiple leadership roles in financial planning at TD, MD Management, and Dundee Wealth.
Seberras also has experience in portfolio analytics and sales through a variety of roles at Morningstar and Manulife Investments. She is a Certified Financial Planner (CFP), was awarded the FP Canada Fellow Distinction, has an MBA from Dalhousie University, and holds the Fellow of the Canadian Securities Institute (FCSI) designation.
Seberras is a subject matter expert in financial planning and has extensive experience in transforming financial planning platforms to help advisors evolve through education, expertise, and technology. She is regularly consulted by industry associations and education providers to provide insights and input on course content and subjects for examination.
As chair of the standards panel at FP Canada, she brings her passion for the profession to provide direction on the evolution of standards and rules. She is a public speaker and educator, as well as a regular guest on BNN Bloomberg, with additional appearances on CTV News, and has been quoted in various print media outlets.
200 Bloor Street East NT, 4th Floor. Toronto, ON. M4W 1E5
647 327 0137
julie_seberras@manulife.ca
linkedin.com/in/julieseberras
primerica.com/curpen
Julie Seberras
Head of Wealth Planning and Practice Management
Manulife Wealth
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“Whether I’m in a strategy session or a hiring meeting, I try to lead with understanding. Financial planners are under immense pressure, and so are our internal teams. The best way to earn trust is to truly listen”
Chris Arthur,
Bold Wealth
2008–2011
2012–2013
2013–2019
2019–2024
2024–Present
Sales and Relationship Management at Morningstar
2008–2011
Senior Financial Consultant at Dundee Wealth
2012–2013
2013–2019: Financial Planning Lead at MD Management
2018: Top Under 40 Nominee, Investment Industry Association of Canada
2013–2019
Senior Manager, Wealth Planning at TD Wealth
2019–2024
2024–Present: Head of Wealth Planning and Practice Management
2025: Awarded FP Canada Fellow Distinction
2024–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
