Nathalie works with Consultants on high net worth client files and provides support & training on investment products. Her interpersonal and project management skills, along with her attention to details, have allowed Nathalie to develop an unparalleled reputation.
After working in a Montreal Brokerage and an Investment Advisor, Nathalie joined IG Wealth Management in 1999 as a Securities Specialist for the Securities division. She has successively held the positions of Director and Senior Director and Assistant Vice-President, Product Utilization and Planning.
In 2003, she obtained the titles of Investment Manager and Fellow of the Canadian Securities Institute. In 2008, she obtained the designation of Chartered Professional Strategic Wealth (Ch. P. Strategic Wealth) of the CSI. The title of Certified International Wealth Manager of the AIWM was conferred to her in 2014.
Since 2010 Nathalie has been involved with the United Way committee of the QGO (Quebec General Office). This committee redesigned its annual campaign to give it greater scope. This strategy resulted in doubling the number of donors in just one year and increased the value of donations by 80%. This initiative enabled the IG Wealth Management QGO to receive, in 2012, the Coup de cœur award from United Way.
Tax-Loss Selling: Opportunities when you have unrealized capital losses in your portfolio
An investment portfolio review to identify tax planning opportunities before the end of the year is always a wise decision. In this article, we’ll discuss the concept of tax loss selling, how it works and how to ensure losses you trigger can be claimed as intended.
Tax-Loss Selling: Opportunities during a market downturn
With the current uncertainty in financial markets, now could be a great time to review your investment portfolio to identify tax planning opportunities, such as tax loss selling. In this article, we’ll discuss how tax loss selling works and how to ensure losses you do trigger can be claimed as intended.