Point of view on a financial plan
A Financial Plan is more like a Life Plan. Your plan will change along with your life, an investment advisor’s job is to guide you through those changes and make sure your plan is up to date.
Is an Investment Advisor with 17 years’ experience in the field.
She builds solid relationships with her clients and recommends personalised solutions and investment options.
Natalie holds three professional licenses : Canadian Securities and Options license from IIROC, and her Life Insurance from Autorité des Marchés Financiers.
She is a mother of three and volunteers her time as a community rep for a school on the South Shore.
Services offerts :
- Investment management
- Assessment of market conditions
- Personalized asset allocation
- Risk management
- Life Insurance, Disability and Critical Insurance
- Medical/Dental Insurance
- Business Overhead Expense
- Cash Flow analysis
- Budget
- Access to a professional network
- Events and seminars
- Business succession
- Net worth analysis
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