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.
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.
*Wealth 101 for Teenagers
*Richesse 101 pour ados
I have been in the financial industry for 15 years and have helped hundreds of clients build and grow their wealth. I am a mother of three young adults, and they are the inspiration behind my book and workshop Wealth 101 for Teenagers. In my book, I mention that at 15 my son thought he would be able to move out on his own by the time he was 18, have a car, and go to the restaurants and movies often.
Financial education is my biggest passion, and it is something that I speak openly about with my clients. When I meet a woman and she mentions that it is her husband that takes care of things; my response is "great, let him change the oil in your car, but we will work together on your financial knowledge." We are often in a sandwich-generation; taking care of our adult children until they leave the house, while taking care of our aging parents.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're preparing for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
*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
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Natalie Grignon, RIAC, CDFA® , CIM®