Natalie, an extremely accomplished Financial Security Advisor, is most fulfilled when her clients reach their personal goals by working through her systematic planning process.
With a passion for the financial services industry, Natalie began her career in a co-op contract with Prudential Insurance in Toronto working in the Group Claims department. In 1996 she joined the London Life Insurance team.
First recipient of a Freedom 55 peer nominated award called “The Mark Pincombe Legacy Award”. This award recognizes an Advisor who consistently demonstrates the qualities of enthusiastic team player, genuine client care, entrepreneurial spirit, professional image and conduct, community involvement and commitment to professional development.
Commitment to education is key in this industry, and Natalie is a FPSC Level 1TM Certificant in Financial Planning. She is currently in the process of completing her CFP designation.
Natalie is an active member of ADVOCIS, an industry regulatory body for Financial Advisors.
With her passion for helping, you will find Natalie volunteering in the community. She is currently a board member with the London Start2Finish Organization, Start2Finish Club Director for a reading and running program in one of 5 London schools that offers the program, and a committee member of Thames Valley Education Foundation’s fundraising initiatives.
She is a past organizer of the Supplies for Students Backpack program. In 2015 she was the recipient of the Thames Valley School Board’s Award of Distinction for her contributions to this program.
Natalie embraces the opportunities to help those looking for a solid financial plan.