Natalie Holloway, CFP®

Wealth Advisor

With over 37 years in the financial service industry, 16 as a Certified Financial Planner, I approach managing client’s financial plans and portfolios with the firm belief that their money is their money. I have extensive knowledge and experience in all disciplines of financial planning and am an expert in retirement income planning. I strongly believe that each client’s goals are different and should be treated with the individual attention they deserve.

I was born and raised in southern Saskatchewan and was instilled with the hard-working values of a prairie family. I began my career as a stenographer to the branch manager in a small-town bank. After working my way up and studying to achieve my Certified Financial Planning designation I took a step outside the box and moved to the Cayman Islands and became the first ever Relationship Manager to the Cayman Islands Chamber of Commerce Pension Plan. I was responsible for spearheading the total overhaul of The Plan to better suite the plan member’s and sponsor’s needs and goals.

In 2007 I moved back to Canada to beautiful Vancouver Island. My greatest achievement is the success of my family – 2 daughters, 2 son-in laws, 2 grandsons, 1 granddaughter – all in Saskatchewan.

I have been a member of the committee for the bi-annual Oceanside fundraiser for Ovarian Cancer “The Lunch” and currently serve as co-chair. I volunteer as an exam scorer for FP Canada marking exams for candidates writing to achieve their Certified Financial Planning designation. After spending most of my career in the corporate world of banks I look forward to being a part of the team at Precision Wealth Management and ensuring that client’s financial plans and portfolios are designed with their long-term goals and financial security in mind.