Natalie Sears has been a National Bank Financial Investment Advisor since 1992. Her investing approach strikes a balance between two central pursuits: the preservation of capital and the pursuit of growth by seeking conservative opportunities in financial markets.
With a keen interest in history and education, and a dedication to the broader ideal of sound and sober investing, Natalie has taken up the torch on behalf of investors in the making, helping to promote financial literacy among college and university students through a number of avenues.
With her own burgeoning clientele since 1992, Natalie has a reputation for dispensing sterling investment advice and exceptional rigour in managing a diverse and evolving array of investments that deliver value. With her warm, vibrant personality and depth of market knowledge, she cultivates productive working relationships with her clients who appreciate her efforts and hold her in high regard.
- Bachelor of Commerce, Concordia University (1989)
- Registered Representative, Securities (1992)
- Fellow of CSI (FCSI – 2006)
- Contributor of articles on financial literacy to ClearFacts.ca (a National Bank website open to the public at large)
- Bridgehouse Scholarship Program (a Canada-wide financial literacy contest for Canadian students): member of the judging panel since 2012.