Natalie Jamison

Senior Wealth Advisor @Scotiabank

Oakville, ON, CA
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

May 2013 — Present

Senior Wealth Advisor @Scotiabank

View department →

Oakville, ON, CA

I simplify financial lives. I am a strong advocate for women\'s financial literacy and the Founder of Women & Wealth®. My motto is health = wealth, which is why I also support mental health for my family, work colleagues and clients. I love to work with hospitality professionals, creative artists, competitive athletes, and mental health professionals because they all have key skills to be great investors. My clients call me the “Financial Translator” and they often refer to me as their “Money Concierge ™”. My ultimate goal is for wealth management to be impactful, so that it enhances life enjoyment.

SKILLS

SecuritiesEstate PlanningRetirementBondsStrategic Financial PlanningWealth Management ServicesCritical IllnessInvestmentsHigh Net Worth IndividualsWealth ManagementFinancial PlanningMortgage LendingFinancial PlannersAsset ManagmentRetirement PlanningFinancial ServicesEtfsMutual FundsAsset AllocationFixed IncomePortfolio ManagementFinancial AdvisoryEquitiesInvestment AdvisoryFinancial AnalysisInsuranceWealthAsset ManagementSmall BusinessFinanceInvestment StrategiesAlternative Investments

ABOUT NATALIE JAMISON

As a professional Wealth Advisor since 1996, I am the go-to Money Concierge™ for bankers,…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Natalie Jamison — Senior Wealth Advisor at Scotiabank in Oakville, ON, CA | Unifers