business owners, finance, financial planner, financial planning, financial services, investment services, professionals, retirees
Company: Investors Group Securities
Title: Financial Planner
Location: Westmount, Quebec Canada
Westmount, Quebec, Canada, October 14, 2015, Nathaly Gagnon, Financial Planner at Investors Group Securities, has been recognized by Elite Women Worldwide for dedication, achievement and leadership in financial planning.
As a certified financial planner, Ms. Gagnon holds the profound conviction that she can make an impact on people’s lives immediately. She brings nearly two decades of professional expertise to her role with Investors Groups Securities, a company that specializes in financial and investment service. Ms. Gagnon is trusted to create comprehensive financial plans based on a client’s values. She guides clients in discovering the value of preparing for their financial futures through various approaches. Furthermore, Ms. Gagnon conducts regular follow-up conversations and progress reports to ensure that her clients are meeting their goals. She works primarily with affluent retirees, professionals and business owners.
Ms. Gagnon is appreciated by her clients for her direct and frank nature when it comes to financial planning. She is very honest, but always diplomatic in her approach. Ms. Gagnon puts her clients and their values first, which has helped her meet much success in her field. She is also appreciated for her persistence and integrity. In order to reach a wider audience of people, she is currently writing a book on financial planning for women.
Prior to pursuing a career in the financial services industry, Ms. Gagnon earned a Ph.D. in political science. She turned to her current line of work after adopting two children because she felt it allowed her more flexibility in regards to her time. It also gave her the opportunity to work with her husband, a veteran in the financial services field. Ms. Gagnon looks forward to her daughter eventually succeeding her in the business.
Contact Nathaly Gagnon