On St-Valentine's day of February 14th, 1994, Nathalie started her ''love story'' with the investment management profession of Investment Advisor at RBC Wealth Management Dominion Securities. Since then she has continued to refine her passion by obtaining designation of ''Canadian Investment Manager'' (CIM) as well as ''Options Trading''. In 1999, the Canadian Securities Institute confers her the title of ''Fellow of Canadian Institute of Securities'' (FCSI), the highest distinction of the Industry. In 2005, she was appointed Vice-President at RBC Wealth Management Dominion Securities and in 2006 she obtains the exclusive license of ''Portfolio Manager'' enabling her to offer her services to a high net worth clientele in Canada and the United States. Nathalie is also part of the Executive Council of RBC Wealth Management Dominion Securities since 1997. Nathalie also enjoys devoting time to organizing the ''Great Show'' annual fundraiser event for Muscular Dystrophy Canada.
To help entrepreneurs, professionals and retired clients in all aspects of Family Wealth Management, Tax Planning and Estate Planning, Nathalie has also obtained her license as a Financial Security Advisor. She particularly enjoys developing tax planning strategies to reduce your tax burden and has assembled a dynamic team of tax professionals as well as personal insurance experts. This "Olympic Team’’ as she calls it, is consisting of market analysts, portfolio managers, accountants, tax specialists, notaries, lawyers, bankers and life insurance expert all of which will be at your service to explore a wide range of management tools to help you reduce investment risk and allowing you and your family to achieve and maintain long term and reliable financial independence.
Nathalie’s ultimate goal is to help you improve your quality of life while giving you peace of mind.
