Meet our Team
With over 15 years experience in financial services and 10 years of it through Investment Planning Counsel of Canada, Natalie has extensive expertise in developing and implementing Pension Strategies for large number of clients.
Natalie is well known as a pension expert through several radio stations (680 News, KX 96…) and magazines (Tour of Duty) as a Pension Specialist.
She started her career in early 90's as a stockbroker on Bay Street and in late 90’s had moved from securities side of the business to pension and financial planning.
The recognition of importance of looking at the whole financial picture when assessing a client’s situation, Natalie is quick to zero in on the areas, where she can potentially offer helpful advice and valuable recommendations.
She acquired specialized knowledge from the Canadian Securities Institute, Canadian Association of Insurance and Financial Advisors and more recently, the Institute fro Divorce Financial Analysts. Natalie’s designation as a Certified Divorce Financial Analyst (CDFA) enables her to give professional guidance on the separation of assets and how to avoid costly financial mistakes during the process of divorce.
She can provide a wealth of information in other areas of financial planning such as debt reduction and estate planning.
First and foremost, Natalie is dedicated to achieving The Best Results for all her clients.
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.