Natalie brings 25+ years of experience to Ferebee Wealth Management and her clients benefit from her ongoing professional development and comprehensive expertise in wealth management and financial planning. Natalie is passionate about helping investors achieve their goals and will work closely with you to develop a plan tailored to meet your individual needs, goals and objectives. Her team works closely to find the right investment, retirement, business needs and estate planning solutions for you .
Natalie has her Financial Management Advisor designation(FMA) for any complex financial planning issues you may have and is also a life-licensed agent which qualifies her to advise her clients on estate-planning strategies and tax-deferral through the use of life insurance.
Natalie is grateful to call the Okanagan home and enjoys camping with her husband Jon and being outdoors in the Okanagan. Natalie currently is a Board member at the South Okanagan Women in Need Society and is all about philanthropy in her community in conjunction with the SOS Medical Foundation, Sowins, CMHA, Starfish Backpack, Cops for Kids and the Bulkley Valley Foundation.
