Ferebee Wealth Management Team of RBC Dominion Securities
 

 

Natalie Ferebee, FMA

Investment & Wealth Advisor

250-770-1203 | Email me

Natalie brings 20+ 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 with you to develop a plan tailored to meet your individual needs and objectives.  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 and her husband Jon enjoy camping and being outdoors in the Okanagan. Natalie is an active member of the Penticton Rotary club.

Stephanie Frey

Associate Advisor

250-770-1204 | Email me

Stephanie worked at the Royal Bank for 5 years before joining Natalie's team in 2012. Stephanie has her full Securities and Wealth Management License. Stephanie’s thorough and efficient approach to client care is an integral part of our business and plays a key role in client service. Stephanie also prepares capital gains loss reports, estate evaluations and liaises with client’s tax advisors to provide them with pertinent information on a timely basis. Stephanie is very active in the community and spends most of her free time coaching and mentoring young athletes.

Ruby Emms

Associate

250-770-1201 | Email me

Ruby Emms has been with RBC Dominion Securities since 2011.  Originally from the lower mainland, Ruby and her husband relocated to Okanagan Falls and Ruby joined our team in 2016.
Ruby is dedicated to delivering the highest level of service to our clients.  Ruby answers your incoming calls and will contact you to book meetings and help you with your administrative needs. Ruby’s specialty is client service. 

Ruby and her husband, David live in Okanagan Falls and enjoy relaxing at the beach.  Ruby’s true passion is her family and enjoys spending precious times together.

Lise Maurier

Associate Advisor

250-770-1204 | Email me

Lise has been in the Investment industry for over 25 years and brings vast experience to the team. In addition to being fully securities licensed Lise has completed the Professional Financial Planning Course and carries her Canadian Investment Management Designation. Lise’s primary responsibility is to assist with the management of client portfolios. Since she is fully conversant with the proposals and recommendations that Natalie prepares, she is often called upon to contact clients to discuss information and activity which is time sensitive. In her spare time she enjoys camping, fishing and spending time with friends and family. Lise enjoys running and playing baseball.