I earned my Certified Financial Planner (CFP) designation 15 years ago and I aim to educate individuals and families on securing themselves financially. I especially enjoy helping women take ownership of their financial future.
I use an established process that I call "LIFE". I like to say that I walk through LIFE with my clients and build personalized strategies to help them achieve their goals and keep them on track.
I won't disappear when you need me the most.
I have built my business by treating my clients as I want to be treated, a simple idea that still makes sense in today’s complex world.
I continually upgrade my skills and knowledge, to keep current and deepen my understanding of financial strategies. In 2006, I received my Certified Financial Planner® (CFP) designation. Most recently I received the Fellow of the Canadian Securities Institute® (FCSI) designation which recognizes high professional standards and significant contributions to the Canadian financial services industry.
I am honored to be the President of the Sault Ste Marie Kiwanis Club and am active with our local Alzheimer Society. Community involvement and being of assistance to others are areas of interest to me. I was raised that volunteering and giving to others is essential in helping to make our community a better place.
Our Branch goal is to provide answers so you feel informed, understood, in control and secure.
Financial clarity is a beautiful thing.
Please contact me to book a one to one appointment at
- Retirement Income Strategies
- Wealth Protection Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Divorce Finances
- Education Savings Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberJodi L Nastor at (705) 253-7799
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