Nathaly Minda

 

As an associate with Ascendant Wealth Partners, Nathaly serves as the first point of contact for Evan Howard’s clients. She also assists with the onboarding of clients to RBC while maintaining the team’s high standards for client service and operational efficiency.

Bringing three years of experience in the financial industry to her role, Nathaly has a passion for helping clients to achieve their greatest financial goals. In her day-to-day, Nathaly is known for her fast turn-around times and for prioritizing client requests with a high level of care.

Nathaly holds an Honours Bachelor of Arts in Business Economics from York University and graduated as first in her class. A firm believer in ongoing education, Nathaly has successfully completed the Canadian Securities Course (CSC®), Conduct and Practices Handbook Course (CPH®), Chartered Financial Analyst (CFA) Level 1 and is a Registered Investment Representative with IIROC.

Beyond the office, Nathaly is an avid traveler and believes that experiencing different cultures enriches her life perspective. She also enjoys teaching family and friends about personal finance and gives back to the community through mentorship programs at York University.