WELCOME TO GROUP NATALE AND THANK YOU FOR VISITING
We are an independent multi-disciplined, licensed brokerage firm with over 38 years of experience in the financial and insurance services industry in full evolution. Our mission is to guide you holistically, provide expert advice, and support you with investment and insurance solutions to help optimize your financial and fiscal objectives. We specialize in the areas of wealth management, financial planning, tax planning, estate planning, group insurance, and group retirement plans. Furthermore, we help deal with the technical aspects of more complex situations such as intergenerational wealth transfer, succession, and transition planning.
Gennaro Natale
B.A. Econ, Fin.Pl.
Financial Planner / Financial Security Advisor /
Group Insurance & Annuity Plans Advisor
* Attached to WhiteHaven Securities Inc.
Group Natale - Financial & Insurance Services
Services for Corporations, Business Owners and Affluent Clients
Tax Saving Solutions for Corporations, Business Owners and Affluent clients
Know your options.
Services for Individuals and Families
Financial, Fiscal and Estate Planning (Wealth transfer at death)
We can help you plan for
a brighter tomorrow.
About Us
Since 1987, our focus has been to assist entrepreneurs, professionals, families, and individuals in managing their investment portfolios, and insurance portfolios and to get to know what is important to them to make suitable recommendations in their best interests without any conflicts of interest.
With the optics to face the dynamics of life’s critical financial events, we work to mitigate risk, grow, and protect assets, and provide tax-efficient, tax deferral strategies, and solutions that allow for a smooth transition of an estate or business assets to the beneficiaries or surviving partners.
We work hand in hand with Actuaries, CAs, CPAs, Lawyers, Notaries, and Tax Experts to integrate the solutions for each unique situation.
Always at Your Service
Our Values
INTEGRITY, PROFESSIONALISM, and TRANSPARENCY are at the heart of everything we do. Our priority is in developing privileged relationships with business owners, professionals, families, and individuals eager to take full advantage of our expert advice, our resources and applying the strategic solutions that correspond to their corporate, professional, or individual needs.
Trusted Partners
Get a free quote online
Get a free life insurance quote today. With just a few simple steps, compare insurance rates amongst all of our partners. With the help of a licensed advisor, you will be able to determine which insurance is best for you and your loved ones.
Our goal is to provide you with an independent overview of all the possible insurance options in order to simplify your choice while maintaining peace of mind.
Request a callback now!
A MEMBER OF OUR TEAM WILL REACH OUT WITHIN 24 HOURS
Groupe Natale Inc.-Services Financiers et Assurances
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Exceptional service!
Gennaro is a top notch financial expert, with years of experience and profound knowledge in finance. He goes above a beyond to understand his clients to better serve them and their needs.
I highly recommend him and … More his array of financial services! -
Gennaro has been my personal financial advisor for many many years. He has guided me in making the best insurance and investment choices. Always present and available to provide excellent service and support. He is very knowledgeable and … More on top of his game. I highly recommend him without any reservations. You will not regret it. MM
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Gennaro Natale provides excellent service and truly cares for his customers. He is very knowledgeable, highly experienced and explains you all the possible options in details. I strongly recommend him as a financial advisor.
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Excellent Service. Very knowledgeable of is practice and always available for is customers at any time of the day. Professional at all levels. We strongly recommend working with the Natale Team and it's Services. Keep up the great … More work and continue guiding your Customers like you guys know how to do it.
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We have known Gennaro and his team for many years now and we would like to express our extreme satisfaction with their services. Always ready to take a call, always quick to provide requested information quickly. One cannot ask for more! … More
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Very courteous and very very thorough and accurate.. Complete provider of the best price and always readily available when needed.
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I highly recommend Gennaro and his team. They have provided exceptional service in making the implementation of our group insurance plan as effortless as possible.
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I highly recommend Gennaro and Palma to anyone wanting to achieve better financial outcome. Both very knowledgeable. They both worked to give me the best options. Honest and dedicated team.
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Mr. Natale helped us with both personal and business life insurance. I strongly recommend Mr. Natale, he is extremely patient, friendly, and cares deeply for his clients. It was a pleasure working with him. He made sure that we understood … More all the little details, explained everything to us, he went above and beyond.
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I've been a client of Groupe Natale for many years. It has always been a pleasure working with them as they are highly knowlegable and provide great customer service!
Thank you always for your continued guidance and support!
Highly … More recommended.
Milena -
Great group to do business with. Knowledge of the financial industry. Investment well explained, for the ordinary person. Great confidence in their expertise for managing my accounts. Mirella Jacobo -
Professional and courteous service. I appreciate their reliable and knowledgeable handling of all my financial needs. 5 star firm!
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Groupe Natale are very professional and provide solutions to what you really need. I loved their customer service approach, they took the time to explain their products and answered my thousand questions. I definitely recommend this 5 star … More team!
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Great team, always ready to respond to your needs and expectations. I would strongly recommend anyone to give Group Natale a chance to prove their expertise and professionalism in the finance / insurance industry.
Ed Jacobo -
Gennaro is a true professional. I truly enjoyed meeting him and I’m very happy with his services offered. And his espresso tastes delicious. Thank you.
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I have the privilege to call Gennaro a friend. He’s a true master of his art who wants only to help and serve his clients. I see him fight tooth and nail for his clients. You want a man like Gennaro to take care of your financial security. … More -
Great service. I could not get the information I was looking for when I was calling the other insurance providers. Only Gennaro was patient and persistant enough to explain everything I wanted to know. It was a pleasure doing business with … More him. Very professional. I strongly recommend him.Jean Francois Tessier
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Have been a client of Groupe Natale for many years now and benefited greatly from the professional and high quality service and advice provided. Would highly recommend Groupe Natale to anyone needing professional financial advice.
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Great team. I would strongly recommend anyone to give Group Natale a chance to prove their expertise and professionalism in the finance / insurance industry.
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Gennaro was very professional and thorough. Highly recommended, you will not be disappointed!
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Very good service, would highly recommend!
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J’ai reçu un excellent service courtois, engagé et motivé de la part de Groupe Natale.M. Natale est efficace, travaille pour offrir de bons conseils et s’occupe de sa clientèle avec gentillesse et très rapidement. Je le recommande assurément. … More
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Service courtois et professionnel. M.Natale ainsi que toute son équipe administrative sont toujours disponible pour répondre à nos questions.
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Groupe Natale est un cabinet avec de multiples services financiers et d’assurances. Je suis extrêmement satisfait des services offerts. Lors de nos rencontres, M. Natale fait preuve d’intégrité, de professionnalisme ainsi que de transparence. … More Son respect envers les clients crée un climat de confiance qui est nécessaire lorsque nous avons besoin de conseils financiers. Je recommande fortement ce cabinet multidisciplinaire.
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M. Natale est professionnel et il est renseigné sur tous les produits qu'il offre.J’ai référé Gennaro Natale à plusieurs de mes contacts et ils m’ont tous exprimé que ses services et ses recommandations leur en ont profité.Merci … More Gennaro d’avoir offert un service de qualité à moi et mes contacts.Greg Lucente.
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Du professionnalisme à son meilleur. Conseils adéquats, suivi sur investissements donc, prise en charge exceptionnelle. Groupe Natale Inc. thumbs up !!
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