Protected: Tina Dhar
03 Tuesday May 2016
Posted in Consulting, Finance
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Tag Archives: financial planning
Nathaly Gagnon, Ph.D., Fin.Pl.
20 Friday Nov 2015
Posted in Finance
Tags
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.
Linda Dunbar
17 Tuesday Nov 2015
Posted in Finance
Title: Investment Director and Financial Advisor
Company: Cooper McManus
Location: Laguna Woods
Laguna Woods, CA, October 2, 2015, An investment director and financial advisor with more than three decades of experience, Ms. Dunbar brings with her an expertise in all aspects of financial planning for individuals and businesses alike. In her position with Cooper McManus, she takes a particular interest in women clients. “Mothers who are passionate for their careers have a unique challenge. I work with them to keep them on track so they may reach their financial goals,” Ms. Dunbar says of her motivation. In recognition of her professional excellence, she was a two-time recipient of the Orange County Five Star Wealth Manager of the Year award from Orange Coast magazine. A member of the NAPW and IWLA, Ms. Dunbar looks to the future with aspirations of continuing to help women succeed in finance.
Elite Women Worldwide 