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I'm Natalie

About Me

Natalie Grignon RIAC, CDFA®, CIM® is an Investment Advisor Associate and has
been in the financial field for 15 years. She holds three licenses; the license
from Autorité des Marchés Financiers ( insurance) , and is also fully licensed
in securities and option trading through IIROC in Québec, Canada. As a
Certified Divorce Financial Analyst, she helps divorce lawyers and mediators
with the financial aspects of a divorce, which includes the data analysis
showing the financial effect of any given settlement. Working with
teenagers is part of her passion to educate others on financial matters. Her
conferences and workshops Wealth 101 for teenagers are in great demand.
She is the mother of 3 and is highly involved in her community.

Services

Investment advice

Wealth Management services offered to wealthy individuals with investment portfolios of $250,000 or more. Contact me for a second opinion of your investments. 

Books


*Wealth 101 for Teenagers

*Richesse 101 pour ados

*Financial Analysis of a divorce
My books are available on Amazon
 

Conferences and workshops

As part of our community service dedication, we offer conferences and workshops.  
* Wealth transfer ; how to start the conversation
* Wealth 101 for teenagers
*Women and money

Financial Analysis


As a Certified Divorce Financial Analyst, I can help lawyers and mediators in Quebec with the financial aspect of a divorce. 

 

Copyright © 2020

Natalie Grignon, RIAC, CDFA® , CIM®