Title: Financial Planner

Company: Investors Group Securities

Location: Westmount, Quebec

Celebrating 18 years as a financial planner for Investors Group Securities, Nathaly Gagnon continues to garner and build upon her expertise in financial planning. Investors Group Securities not only relies on her seasoned expertise in the financial arena, but also understands her caliber for supporting and maintaining the investment services, planning, stocks, mutual funds and bonds services she helps the company provide to clients. And as a Westmount, Quebec financial advisory, Investors Group Securities is proud to keep Ms. Gagnon on board their fluid operation.

Throughout her work-week, Ms. Gagnon helps clients realize their goals of financial independence. As well, she manages investments and ensures her clients – existing or new – have the legal documentation they need to proceed with their accounting endeavors. Ms. Gagnon believes it’s been her persistence and integrity in a male-dominated field that has provided her with sterling success throughout the years.

Initially, Ms. Gagnon became involved in her profession because she has a long history working with women. She feels that it is important to have programs aimed specifically at helping women. She received a Ph.D. in Political Science, and keeps abreast of changes in her profession through her memberships with IQPF and CSF. In five years, Ms. Gagnon hopes for her daughter to succeed her.