Let’s prep for
your legacy
together.
Julie Tran
Independent Life Insurance Advisor
Become Financially Ready
Savings & Growth
Combine the power of saving and insurance retirement planning strategies, to grow your wealth exponentially, and enjoy financial freedom.
Life Insurance
From Universal Life, Whole Life, to Term—Don't be afraid. Life Insurance doesn't have to be difficult. I can walk you through the difference between them. We can discuss how much coverage you need and how you and your loved ones can both benefit!
Other Services
Whether it’s Travel, Critical Illness Insurance, or Children’s Education Plan, I can walk you through a full line of personal insurance & registered retirement and tax-free savings accounts that may suit your needs!
Business Protection
Shield your company's growth and financial well-being in the event of business interruption or need for operational support.
Disability Insurance
Secure income protection in the event of disability, and physical limitation to work.
Final Expense Insurance
Pre-plan your final expense costs and give your family the financial support they need in their most vulnerable hour.
Hi, I’m Julie Tran!
I’m an Independent Life Insurance Advisor based out of our Greatway Surrey location at 6906 King George Blvd, Surrey, BC.
I currently have a Life and Accident & Sickness license in the following jurisdiction: British Columbia. If you’re not in one of these provinces, let me know and I will set you up with one of my colleagues in your area.
I’m available to you 24/7.
I’ll keep you updated annually and bi-annually.
We can do your application in-person or online.
I’m partnered with some of the Best Rated Life Insurance Companies in Canada.
See them here.
I joined Greatway Financial with a passion for helping individuals achieve financial security and find happiness and fulfillment in their lives.
Helping secure Canadians since August 2023.
I joined Greatway Financial with a passion for helping individuals achieve financial security and find happiness and fulfillment in their lives. Having discovered Greatway through my husband, who had opened a life insurance policy with one of their agents, I was inspired by his positive experience and decided to enhance our financial security by becoming part of the Greatway community.
Greatway Financial's reputable policies and services have not only strengthened our family's financial foundation but have also provided us with a sense of assurance. With Greatway as our reliable partner, we can confidently secure our future and enjoy life with peace of mind. I'm proud to be part of a community that prioritizes the well-being of its clients, offering personalized pathways to financial stability and happiness.
By focusing on ethical practices, transparency, and continuous improvement, Greatway Financial strives to provide exceptional service and tailored solutions to each and every client. I am grateful for the opportunity to be part of this professional and service-forward team, dedicated to empowering individuals and families on their financial journey.
Any questions? I look forward to hearing
from you!
I know that your time is sacred, we’ll be in touch soon! You can also visit one of our offices listed below.
We are committed to the highest standard, in terms of client confidentiality. Please be assured that I will never sell or distribute the personal information you provide.