Natasha is proud to operate a wealth advisory business in St. Catharines that is devoted to enhancing the financial standing of small business owners and family-owned businesses in Niagara. Natasha started her Wealth Advisory business in 2018 under the umbrella of ScotiaMcLeod, where she continues to grow and operate today.
Natasha entered the wealth management industry in 2016 when she was accepted into the highly competitive 2-year rotational Wealth Management Associate Program (WMAP) with Scotia Wealth Management. This gave her exposure to many business lines including private banking, trust and estate, life insurance, credit and investments. In the first year of her business, Natasha was recognized as a “Growth Club” advisor by achieving more than four new high net worth accounts in a single year.
Natasha is a Commissioner for the Niagara Parks Commission, Chair of the Finance and Audit Committee and is a board and investment committee member for Niagara Community Foundation. She is a Certified Financial Planner (CFP), holds both her Canadian Securities License and Life Insurance License, and is a Chartered Financial Analyst (CFA) Level 3 candidate. Natasha completed Level 1 and Level 2 of the CFA Program, having achieved exam results in the top 10th percentile of the CFA program.