Experience

  • Financial planning
  • Fiscal planning
  • Estate planning
  • Retirement and pre-retirement planning
  • Wealth Management
  • Mortgages
  • Line of credit
  • RRSP loans

About Our Services

Providing advice for what matters for over 33 years.
More than investment planning, beyond retirement, financial planning at Natale Group covers all areas of the “whole you”—your financial life, your personal life, and your business.

Together, we will build an investment plan based on sound principles and your personal priorities to help you reach your investment goals.

More than just a will. Preserve your wealth for yourself and your loved ones with smart strategies for succession and estate transfer.

Let us help you in identifying strategies to help lower the taxes you, your family, and your business pay.

Ready to enjoy retirement? Let’s create a plan for how you want to spend your retirement and we will advise you on how to make your money last.

Our Process

We confidently advise our clients using a simple 5-step approach

Listen. By taking a personalized approach in understanding what truly is important to you and helping you realize your goals and objectives.
Analyse. We do our due diligence to fully understand your current situation, research and compare multiple industry choices available to you.
Advise. Before executing an action plan, we will present, explain, recommend, and propose multiple options to empower you to make a well-informed decision.
Action Plan. Once your end goal is defined, next we need to list down the steps to be followed to realize it.
Review. We will periodically assess the status of our plan and revise or update as needed.

1. Listen

“The art of conversation lies in listening.” – Malcom Forbes

2. Analyse

/ˈan(ə)lʌɪz/ – Discover or reveal through close examination.

3. Advise

“An investment in knowledge pays the best interest.” – Benjamin Franklin

4. Action Plan

5. Review