Tag Archives: investment services

Jackie Porter, BA Hons., CFP

20 Friday Nov 2015

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Title: Certified Financial Planner
Company: Carte Wealth Management
Location: Mississauga, ON Canada

Jackie Porter brings 18 years of experience to her role as a Certified Financial Planner of Carte Wealth Management. She chose this career path because it provided her with the ability to manage her own money, it enabled her to make major decisions, and see the things that affected her as a minority and as a woman. It enabled her to learn what she could do with her money to secure her future and her family’s future. It enabled her to empower herself and, in doing so, empower other women financially. Her greatest strength is helping her clients to make informed decisions around money.

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Nathaly Gagnon, Ph.D., Fin.Pl.

20 Friday Nov 2015

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Gagnon, Nathaly 1973246Company: 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.

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