Are you getting the financial advice you deserve?
You've achieved a lot in life, yet there's still more that you want to do. Whether helping loved ones, launching new ventures, or creating a lasting legacy, finding an advisor who truly understands your goals can feel overwhelming. At Ferebee Wealth Management, our collaborative team of investment specialists, planners, and community-focused professionals delivers personalized guidance to business owners, families, and women navigating life transitions like divorce, widowhood, career shifts, or sudden wealth. From redefining your business for retirement to crafting investment strategies that align with your vision, we're here to help you move forward with clarity, purpose, and peace of mind.
Meet the team behind your financial future
We're more than a team—we're a tight-knit group of professionals who treat our clients like family. Together, we bring experience, care, and a shared commitment to helping you thrive.
This is just the beginning.
Every investment plan we build starts with a conversation—about your life, your goals, and what really matters to you. Because investing isn't just about returns; it's about creating the future you envision.
What we do
As you make progress toward what matters most in life, your financial picture may become more complex, and that's when the right guidance truly matters. When you reach this stage, our team is here to help.
As a valued client, you can count on us for professional advice, proactive service and a coordinated approach to manage your wealth. We work closely with your existing network of trusted professionals, including accountants, lawyers, and business advisors, to ensure your financial, tax, and estate planning needs are aligned and well taken care of.
How we do it
Together, we develop a comprehensive wealth management plan designed to help you and your family achieve your long-term goals. Your strategy may involve our extended team of wealth management professionals and is tailored to your unique needs.
As part of our commitment to service, you can expect:
A personalized financial plan created by our in-house experts
A detailed estate structure review to identify potential tax-saving opportunities, led by our estate planning consultants
An in-depth risk assessment that considers your situation and future aspirations
Ongoing portfolio management with access to high-quality investment solutions
Continued coordination with your trusted accountant through our tax support program, ensuring everything stays aligned
Through every stage of your financial journey, we provide advice that is integrated, proactive and designed with your best interests at heart.
Client Testimonials
What our clients have to say about us
"We have been clients of Natalie for many years and can say she guided us through many financial upheavals with her amazing ability and knowledge of the markets.
We have also recommended her to family members with excellent results.
She is calm, approachable and she knows what she is doing - everything an investor could want."
-Adele D-M
"As a client of Dominion Securities for 45 years I am pleased to recommend Natalie as a highly capable Investment and Wealth Advisor, who has always handled my investments with professionalism and integrity. She has been instrumental in guiding all the retirement stages for my wife Darlene and I and as well has assisted in handling state affairs of an older brother.
Natalie and her assistants are a highly skilled team who I can rely on for clarity and support. Our success as clients of Natalie is due to her strong abilities of properly managing the entrepreneur's complete cycle of wealth. From its creation, to its investment to its conservation for one's estate."
-Paul G. P
"My husband and I have been working with Natalie for the past three years and in that relatively short period of time, she has whipped our financial lives into incredible shape!
We are happily retired, but still very active and young at heart. Natalie has made us confident that we have plenty of capital to last us until our final days, but we also enjoy generous dividends that provide ample play money for extended trips and our many expensive sports.
She’s also addressed our estate planning and our wills to such a degree that we feel super organized and ready for anything- we’re the envy of our friends.
Most recently, Natalie has begun guiding our sons as they embark on their own financial journeys. She feels like a member of the family, and we can’t recommend her enough."
-Amy C
View more client testimonials
Click read more below if you would like to see all of our testimonials
Supporting Our Community
Giving is not just about making a donation it’s about making a difference” – Kathy Calvin
Natalie knows the importance of giving for today, tomorrow and for generations to come. These are the charitable causes Ferebee Wealth Management has supported in the past, and will continue to in the future:
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.