Natalie Bodor, Cfp®

Natalie Bodor, Cfp® Email and Phone Number

Licensed Assistant @ CGL Financial
brantford, ontario, canada
Natalie Bodor, Cfp®'s Location
Brantford, Ontario, Canada, Canada
Natalie Bodor, Cfp®'s Contact Details

Natalie Bodor, Cfp® work email

Natalie Bodor, Cfp® personal email

n/a
About Natalie Bodor, Cfp®

With over 25 years experience in the financial services industry, my passion is to educate and empower clients in their financial journey.

Natalie Bodor, Cfp®'s Current Company Details
CGL Financial

Cgl Financial

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Licensed Assistant
brantford, ontario, canada
Website:
cglfinancial.com
Employees:
7
Natalie Bodor, Cfp® Work Experience Details
  • Cgl Financial
    Licensed Assistant
    Cgl Financial Aug 2022 - Present
    Brantford, Ontario, Canada
    Mutual Funds are offered through Investia Financial Services Inc.
    View
  • Bmo Financial Group
    Personal Banker
    Bmo Financial Group Jul 2021 - Aug 2022
    Woodstock, Ontario, Canada
    View
  • Investia Financial Services
    Associate Advisor
    Investia Financial Services Jun 2019 - Jun 2021
    View
  • Steward Group
    Financial Planning Associate
    Steward Group May 2017 - Jun 2021
    Cambridge, Ontario, Canada
    View
  • Gic & Associates Wealth Management
    Certified Financial Planner
    Gic & Associates Wealth Management Apr 2006 - Aug 2016
    Burlington, Ontario
  • Td
    Financial Advisor
    Td Apr 1992 - Apr 2006
    View

Natalie Bodor, Cfp® Skills

Retirement Planning Finance Mutual Funds Investments Financial Planning Certified Financial Planner Retirement Mortgage Lending Residential Mortgages Financial Services Estate Planning Investment Strategies Life Insurance Otl

Natalie Bodor, Cfp® Education Details

Frequently Asked Questions about Natalie Bodor, Cfp®

What company does Natalie Bodor, Cfp® work for?

Natalie Bodor, Cfp® works for Cgl Financial

What is Natalie Bodor, Cfp®'s role at the current company?

Natalie Bodor, Cfp®'s current role is Licensed Assistant.

What is Natalie Bodor, Cfp®'s email address?

Natalie Bodor, Cfp®'s email address is na****@****ial.com

What schools did Natalie Bodor, Cfp® attend?

Natalie Bodor, Cfp® attended Mohawk College, Sheridan College, Saltfleet High School.

What skills is Natalie Bodor, Cfp® known for?

Natalie Bodor, Cfp® has skills like Retirement Planning, Finance, Mutual Funds, Investments, Financial Planning, Certified Financial Planner, Retirement, Mortgage Lending, Residential Mortgages, Financial Services, Estate Planning, Investment Strategies.

Who are Natalie Bodor, Cfp®'s colleagues?

Natalie Bodor, Cfp®'s colleagues are Donna Ryerse, Janet Perrodou, Tiffany Kowalewski, Dawn Butterworth-Nunn.

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