What our clients have to say about us
When I separated after a lengthy marriage I was lost and nervous about managing my own money and investments. I
interviewed several investment advisors that gave me different scenarios and levels of attention. Where Natalie really stood
out was in how much care she took to explain everything she was suggesting. She took the time to understand who I am, my
comfort level with risk, my goals and fully explained her reasons for what she thought would be best for me. She did so in a
language that was easy to understand, clear and concise, but more importantly explained exactly where I am in my financial
life and how it will look as time goes by. It took me a long time to trust anyone enough to allow them access to my life
savings but Natalie earned mine almost immediately. She is confident, knowledgeable, caring and treats everyone with an
incredible level of respect. Stephanie and the rest of the team make sure things get done at an impressive pace with the
highest level of attention and I feel like this has been one of the best decisions I have ever made for myself.
- Shelley C.
We have been a client of Ferebee Wealth Management for several years. Natalie and her team have given my wife and I
confidence that our financial investments are managed in a professional manner.
Natalie has ensured our investments are held in various high-quality vehicles which have shown a respectable growth and
income over the years. This has produced an income stream to supplement our retirement income and remove any worry
that we may have had going forward.
I communicate with Natalie and her team on a regular basis and I appreciate the collaborative relationship we have
established. When we have any questions, an email or phone call to the office is answered quickly.
It is comforting to know our investments are looked after by competent professionals we can trust. No sleepless, anxious
nights for us, worrying we may outlive our income!
- Ainsley E.
I have known Natalie for over 24 years, both professionally and personally. I know her to be diligent and a hard-working
professional whom I can trust to manage my accounts. She is direct and honest to the core. I feel truly privileged to have
her on my side. I do not hesitate to refer Natalie as an excellent broker for you and your family.
- Gail B.
For 9 1/2 years I have been a client of RBC Dominion Securities. Natalie Ferebee has been my advisor. Before embarking
on an investment strategy, she did a thorough review of my financial situation, and my family & investment goals. In her
words; she manages families not just individuals. She constantly demonstrates knowledge of market trends.
I inherited an income generating investment account years ago. Natalie helped me structure this account as well as my
TFSA & RIF to meet not only my short term goals but has assisted me in achieving my long term family goals. Ongoing
reviews of my investment strategy and current financial state has provided me such peace of mind.
Thanks to Natalie and her team, I am able to live a comfortable retirement and plan for my family. Life is good.
- John P.
I met Natalie in 2015 with my husband in Kelowna. She was very well organized and went into great depth on every subject she was explaining to us. Before we signed any papers, she made sure that we understood what she was talking about. She was able to answer any of our questions without hesitation. Natalie made sure all that was required of us and herself was covered before we left her office. In 2017 things changed for me and Natalie and her team at Ferebee Wealth Management helped me through this difficult time. They were there with any type of questions I had, not just investments. I trust Natalie with mine and my families investments. She has made suggestions and given me the opportunity to speak with professionals that can help with estate and tax planning. Natalie and her team have taken the time to know, understand and help me grow to achieve the financial freedom I need in my senior years. I have 100% confidence in the team and would recommend Ferebee Wealth Management to anyone who asks.
- Donna B.
Natalie and her team take time to understand their clients’ priorities and build a wealth plan customized to meet their long-term goals. Natalie works with the entire family to provide a seamless client experience. I encourage you to meet with Natalie to discuss your wealth management needs.
- David Agnew CEO, RBC Wealth Management
