Natalie Grignon |
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Designation(s): CFDS, CIM, RIAC
Phone: 514.713.4950
Address: Quebec
Bio: Natalie Grignon has 19 years of experience in the financial industry and holds three licenses. She not only has a license from Autorité des Marchés Financiers to help you in choosing a wide range of insurance products, but she is also fully licensed in securities an option trading through IIROC. Her solid reputation was built on her ability to create personalised Wealth Management solutions, including: Insurance, Life Insurance, Disability Insurance, Critical Illness insurance, Health benefit insurance, Retirement planning, Budget/ debt management as part of your financial plan. Her team also offers the following: Investment management, Personalised Asset Allocation, Portfolio construction and review, Net Worth analysis, Cash Flow analysis, Workshops and conferences, Collaboration with your accounting / taxation team. Natalie’s designation of Chartered Financial Divorce Specialist (CFDS) allows her to work closely with divorce lawyers and mediators to help determine the short-term and long-term impact of a proposed divorce settlement. She is fully bilingual, french & english.
Membership Valid Until: October 31, 2024
Taking on new clients: Unspecified
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| Designation(s): CFDS, CIM, RIAC
Phone: 514.713.4950
Address: Quebec
Bio: Natalie Grignon has 19 years of experience in the financial industry and holds three licenses. She not only has a license from Autorité des Marchés Financiers to help you in choosing a wide range of insurance products, but she is also fully licensed in securities an option trading through IIROC. Her solid reputation was built on her ability to create personalised Wealth Management solutions, including: Insurance, Life Insurance, Disability Insurance, Critical Illness insurance, Health benefit insurance, Retirement planning, Budget/ debt management as part of your financial plan. Her team also offers the following: Investment management, Personalised Asset Allocation, Portfolio construction and review, Net Worth analysis, Cash Flow analysis, Workshops and conferences, Collaboration with your accounting / taxation team. Natalie’s designation of Chartered Financial Divorce Specialist (CFDS) allows her to work closely with divorce lawyers and mediators to help determine the short-term and long-term impact of a proposed divorce settlement. She is fully bilingual, french & english.
Membership Valid Until: October 31, 2024
Taking on new clients: Unspecified |