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Nathalie Duff, CFP®, PFP®

Nathalie Duff, CFP®, PFP®

Followers of Nathalie Duff, CFP®, PFP®435 followers
location of Nathalie Duff, CFP®, PFP®Dieppe, New Brunswick, Canada

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  • Timeline

  • About me

    Financial Planner, RBC Financial Planning

  • Education

    • Canadian Securities Institute

      2018 -
      Advanced Estate Planning & Trust Strategies

    • Canadian Securities Institute

      2017 -
      Personal Financial Planner- PFP

    • Canadian Securities Institute

      2011 -
      Branch Compliance Officer Course

  • Experience

    • RBC

      Feb 2006 - now

      • Financial Planner

        Nov 2018 - now

      • Financial Advisor

        Jan 2012 - Nov 2018

      • Account Manager

        Aug 2010 - Jan 2012

      • Credit Specialist

        Feb 2009 - Aug 2010

      • Invest by phone advisor

        Jan 2007 - Feb 2009

      • Banking Advisor

        Feb 2006 - Jan 2007

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      FP Canada
      Aug 2024

  • Volunteer Experience

    • Team Lead

      Issued by Maurice Leger Kickball on Sept 2014
      Maurice Leger KickballAssociated with Nathalie Duff, CFP®, PFP®