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.