Natalie Froates - CFP®, SFC

Qualifications

Natalie Froates joined the Burlington Office of GIC Financial Services in 2006 and has over 16 years of experience in the financial services industry.  Having worked 14 years at one of Canada’s largest banks she has a solid background in customer service, administration and banking.  She attained her mutual funds license in 1994, the designation of Specialist in Financial Counseling from the Canadian Institute of Bankers in 2000.  Natalie completed her Certified Financial Planner training in 2009 and is a CFP® Professional.

Investment Philosophy 

Natalie enjoys assisting her clients in achieving their financial goals, whether it be saving for children’s education, retirement or reducing taxes.  Natalie believes a written, well balanced portfolio with regular reviews and adjustments is vital to the success of your financial plan. 

 Personal 

Natalie resides in Stoney Creek and in her spare time enjoys gardening, camping and spending time with her husband Jake and their two daughters.