Julia Robertson Bio

Julia Robertson has been with Delaney Capital since 1994 and is a portfolio manager. As well, she is active in all areas of investment analysis and leads our fixed income effort while also playing an influential role in the management of Canadian equities. Previously, Julia worked at Sun Life Assurance Company of Canada, analyzing structured income and equity investments. Earlier in her career, Julia participated in the management trainee program at Dominion Securities. Julia is a CFA charterholder and has an Honours Bachelor of Commerce degree from Queen’s University. She served on the Smith School of Business Advisory Board at Queen’s University. As well, Julia is a past Board member of the Opera Atelier, a past Board president of Tarragon Theatre, and was active on the financial committee of the Family Service Toronto Board.