With over 25 years of experience in the Private Wealth Management industry,
Natasha draws upon her breadth of knowledge and expertise to help clients
achieve their investment objectives and financial goals.
Natasha has worked at major financial institutions, managing the wealth of
high net worth clientele including entrepreneurs, senior executives, retirees,
entertainers, and foundations. Natasha has experience in providing clients with
investment solutions as well as accompanying them throughout their financial
and estate planning process.
Natasha is a Chartered Financial Analyst (CFA) and graduate from McGill
University in Montreal. She is fluently bilingual in English and French.
In my role as an Investment Counsellor, I am dedicated to providing
a superior level of service using an integrated wealth management
approach. I strive to inspire confidence and peace of mind when
assisting clients in navigating an increasingly complex financial world