Natalie Fletcher, CDFA

Branch Manager

With over 20 years experience in financial services and 14 years of it through Investment Planning Counsel, Natalie has extensive expertise in developing and implementing Pension Strategies for large number of clients. Natalie is well known for her expertise regarding pensions through several radio stations (680 News, KX 96…) and magazines (Tour of Duty). She started her career in the early 90's as a stockbroker on Bay Street and in the late 90’s had moved from the securities side of the business to pensions and financial planning.

Recognizing the importance of looking at the whole financial picture when assessing a client’s situation, Natalie is quick to zero in on the areas, where she can potentially offer helpful advice and valuable recommendations. She acquired specialized knowledge from the Canadian Securities Institute, Canadian Association of Insurance and Financial Advisors and more recently, the Institute of Divorce Financial Analysts. Natalie’s designation as a Certified Divorce Financial Analyst (CDFA) enables her to give professional guidance on the separation of assets and how to avoid costly financial mistakes during the process of divorce. She is currently working on her Certified Financial Planner designation. She can provide a wealth of information in other areas of financial planning such as debt reduction and estate planning.

First and foremost, Natalie is dedicated to achieving The Best Results for all her clients.

 

 

 

 

 

 

Insurance products available through Natalia Fletcher.