Gennaro Natale

Dealing representative (Exempt market and mutual fund dealer)

“Even though markets may change, good investing advice is timeless.”

Since 1987, I have been successfully advising entrepreneurs, families, and individuals on how to reduce considerably their income taxes and estate taxes. I have underwritten more than $155M in life insurance protection to help offset their financial and fiscal burden through strategic estate planning concepts understood by only a few in our profession. Hence leaving more for your loved ones or a charity of your choice.

I am continuously engaged in my community and various foundations by giving back and helping those that are in need. 

My mission is clear. It is to guide you holistically, provide expert advice, and support you with investment and insurance solutions to help optimize your financial and fiscal objectives. 

My team and I specialize in the areas of:

• Wealth Management 
• Financial Planning
• Tax Planning
• Estate Planning
• Dealing representative to mutual funds and the exempt market
• Financial security advisor
• Group insurance, and group retirement plans advisor 

Furthermore, I can help you deal with the technical aspects of more complex situations such as intergenerational wealth transfer, succession, and transition planning.

For more information click or call: www.groupenatale.com | 514 996-7227