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Dr. Julie Morton believes that each family has its own unique strengths and challenges that impact and affect them. She believes that each family has the opportunity to improve and strengthen family relationships, as well as family business relationships. Julie has helped high net worth families challenge the status quo, create new mindsets, new skill sets, new behaviours and improved relationships to increase more ease in all areas of life. Both you and your family members, can consciously, powerfully and effectively learn to live the legacy you want to leave.
Julie’s goal in working with families is to help develop excellence in current and next generation of leaders. Julie helps deal with family issues relating to transition and/or succession, building and strengthening trusting relationships; improving communication; conflict resolution; strategic thinking; personal empowerment; resilience; financial responsibility; philanthropy and/or good governance.
As a member of the third generation family business, Julie has benefited from seeing both the upside and downside such an experience entails. She understands that families regularly face changing circumstances in which they must adapt and excel. Julie has witnessed both the opportunities and pitfalls that can come with success. This first-hand experience and knowledge, combined with her professional expertise, provides a unique advantage and understanding in the work Julie does with her clients.
Highlights of Julie’s career to date include:
- 18 years consulting, speaking and teaching in the field of communication and trust;
- 13 years as President of Conscious Legacy Coaching;
- Extensive experience working with unique issues faced by high profile individuals, including high net worth families, professional athletes and senior executives of both public and private companies, Board and Board members. Public companies (with their consent) include: all Schedule A Banks, Symcor, Telus, KPMG, Postmedia Network, La Cie McCormick, E.I. Dupont, Cara Foods, Yamaha Motor Canada. (Privately owned business client list is confidential).
Professional Credentials & Qualifications:
- PhD. from Michigan State University (MSU) in Communication with a sub-specialty in Creative Problem Resolution;
- Specialized training in small group dynamics, organizational change, and interpersonal and organizational communication, MSU;
- Director’s Education Program, Institute of Corporate Directors (ICD.D) (in progress);
- Advanced training in Conflict Management and Mediation from the Institute of Peace and Conflict Studies, Conrad Grebel University College, Waterloo, Ontario;
- Adler trained coach, certified from the Adler School of Professional Coaching, University of Toronto/OISE, and the International Coaching Federation;
- Certificate in Team Coaching from the Living Systems Team Approach to Coaching;
- Certificate in Advanced Coach Training from The School of Shadow Coaching;
- Certificate in Process Mapping, Eli Broad College of Business, MSU;
- Certificate in Advanced Facilitator Training from the Creative Problem Solving Group, Buffalo;
- Certificate in Innovative TeamWorkshop, Synectics Inc.;
- Certificate in Facilitating Group Creativity, Synectic Inc.;
- Certified 21/64 Consultant at the Andrea and Charles Bronfman Foundation; and training from ExperienceChange. Julie taught at the Schulich School of Business (York University) in Toronto (Adjunct Professor of Entrepreneurial Studies) from 2008–.
Cheetos corn chips, the feel of my muscles after a good work out, the Good Fight television show, putting on a fire and hanging with my husband, 4 sons, and the dogs, friends dropping by unexpectedly and at all hours and, Sunday night dinners with my extended family.
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?