« To each one his own plan »
DV: NATHALIE JOURDAIN, PL. FIN.
Certified in financial planning, Nathalie Jourdain joined the firm in 2015. With more than 20 years in the financial domain, Nathalie developed a strong expertise in the choice of investment solutions and global financial planning. Her skills in management and business development allow her to daily support our advisors while accompanying the team to make sure the financial strategies put in place are the best. Together, they plan, conceive, apply and monitor the action plans to help the clients reach their goals.
Her professional, upright and humane approach contributes to business people’s success. The clientele’s specific needs in terms of capital preservation, inheritance planning and intergeneration transfer highly motivate Nathalie in her work.