Natasha Simonowits, PFA
Partner at NextPhase Solutions
📍 Edmonton, Alberta, Canada
Natasha Simonowits is a Partner and Professional Financial Advisor (PFA) at NextPhase Solutions. She specializes in helping families and business owners with strategic planning, group benefits, and long-term wealth-building. She holds a Bachelors degree from Concordia University of Edmonton.
Outside of her advisory work, Natasha is a wife and mother who enjoys spending time with her family. Her personal interests include being outdoors and travelling.
She specializes in the "Infinite Banking Concept, " a powerful strategy for growing wealth and controlling cash flow.
Read the full overview →Experience
11 Years
Current Role
Partner
Location
Edmonton, Alberta, Canada
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Natasha cares about
Infinity Banking
A core specialty she actively promotes to help clients build wealth, access capital, and create a lasting financial legacy.
Group Benefits
A key area of her expertise where she provides strategic financial planning and solutions for business owners.
Career
Work history
5-2025
Partner
NextPhase Solutions
1-2019
Financial Advisor
Serenia Life Financial
11-2019 - 2-2025
Sales Consultant
The Edge Benefits
6-2016 - 2-2025
Financial Advisor
Oaktree Wealth Strategies
4-2014 - 6-2016
Life and Living Benefits Advisor
Alberta Motor Association
In the press
Media appearances
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Education
Bachelor's degree
Concordia University of Edmonton
Social presence
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