About

Meet Natalie Nicola, CFP

Helping families and business owners build, protect, and transfer wealth with confidence.

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Natalie Nicola is a Certified Financial Planner and Associate Consultant at IG Wealth Management, working alongside Senior Consultant Ehab Nicola, CPA.

Based in Richmond Hill, Ontario, Natalie works with families and business owners across the Greater Toronto Area to build comprehensive wealth strategies that go beyond the numbers.

Her approach is built on the Wealth Drivers Pillars framework — a research-backed system spanning 6 critical dimensions of wealth management, informed by 44 peer-reviewed studies and 363 discovery questions designed to uncover what matters most to each client.

Natalie believes that true wealth management isn't just about investments and tax returns — it's about preparing families, building legacies, and making confident decisions at every life stage.

Credentials

Professional Background

Certified Financial Planner (CFP)

The gold standard in financial planning certification, demonstrating competence in all areas of financial planning.

IG Wealth Management

Associate Consultant at one of Canada's leading wealth management firms, with access to comprehensive financial planning tools and resources.

Wealth Drivers Pillars Framework

Creator of a proprietary research-backed framework spanning 6 dimensions of wealth management, informed by 44 peer-reviewed studies.

The Team

Natalie works alongside Ehab Nicola, CPA — Senior Consultant at IG Wealth Management. Together, they bring a unique combination of financial planning expertise and accounting acumen to every client relationship.

Philosophy

A Comprehensive Approach

Most advisors focus on investments and tax returns. Natalie's approach addresses the full picture — the financial, emotional, and relational dimensions that determine whether wealth endures.

HNW Financial Literacy
Business Owner Monetization
Tax Planning & Optimization
Retirement Readiness
Estate & Wealth Transfer
Philanthropy & Legacy

Ready to get started?

Discover where you stand across all 6 dimensions of wealth.