- Comox Valley · Campbell River
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Associate Private Wealth Advisor
Coastal Community Private Wealth Group
Natalie’s strength is finding solutions in financial and estate planning for her clients, which allows them to go off and do what they love to do.
After taking the time to get to know her clients and asking the right questions, she tailors plans specifically for their unique circumstances. For Natalie, success is measured when your personal financial goals are met, perhaps it is retirement at 60, or a cottage on the lake. Once she understands your full financial picture, Natalie can make specific recommendations to improve your financial health and work towards your goals.
Natalie works closely with Matt Beckett and Verlaine Hignell and the entire North Island Wealth team to provide a truly unique and exceptional client experience to our clients.
Natalie is a highly respected member of the Comox Valley Community. She has over 19 years of experience helping clients meet their financial & lifestyle goals by providing comprehensive wealth management advice to the families she worked with previously at a bank owned firm.
Natalie is a dedicated Volunteer with the Comox Valley Minor Hockey Association and an active participant in the Canadian Cancer Society’s Relay for Life. Natalie and her family, including two children, love the active lifestyle and healthy living that the Comox Valley is famous for. Her husband, Jeremy is a local business owner and also active in the Hockey community.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.