Natalie has been an Independent Financial Advisor of Investment Planning Counsel for over twenty years. With many different clients, from different backgrounds they all come t...
Alexandra is currently pursuing her Bachelor of Business Administration with a specialization in Finance at Wilfrid Laurier University. She is recipient of the Laurier Entranc...
Heather has worked with Natalie for 13 years and has a wealth of experience with her systems and processes. Heather is the friendly voice that answers your phone calls when yo...
Natalie has been an Independent Financial Advisor of Investment Planning Counsel for over twenty years. With many different clients, from different backgrounds they all come to Natalie with a similar objective: to retire happy and retire sooner.
Natalie’s practice has grown over the years as parents have retired and their children have followed in their parent's footsteps to success.
Natalie is also a Financial Divorce Analyst if circumstances ever arise with complicated situations where a fair division is in question.
Natalie has also accomplished a great deal of success with both public and private pension plan strategies and transfers. She has been able to customize individual financial needs into long-term strategies to best suit her clients through the advantages of a personally tailored plan.
Through all of the financial bumps and hurtles, Natalie’s clients have enjoyed the benefits of having relief from their problems with just one friendly call away. Retirement can’t come soon enough for some and some may never want to retire at all, but whatever your plan is, you want to be ready when your time is right and Natalie can guide you through it all the way.
Financial divorce analysis offered through Financial Divorce Strategies.
Alexandra is currently pursuing her Bachelor of Business Administration with a specialization in Finance at Wilfrid Laurier University. She is recipient of the Laurier Entrance Scholarship and the Academic Excellence Scholarship. Alexandra has completed her Canadian Investment Funds Course (CIFC) and will be working towards her Canadian Securities Course (CSC).
In her role as a Client Services Manager, she assists with filing and preparing essential documents, manages client communications by answering phones and emails, and supports the team in various administrative tasks.
Heather has worked with Natalie for 13 years and has a wealth of experience with her systems and processes. Heather is the friendly voice that answers your phone calls when you call the office and also supports Natalie with client documents and inquiries.
At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.
Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.
Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!
We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.