About

Nathaniel is passionate about helping his clients develop sound financial plans that are customized to their unique needs. 

 

 

Upon graduation from Carleton University’s Bachelor of Commerce program, he became a Certified Financial Planner™ and Chartered Life Underwriter. Now, he helps clients identify their true values and helps them reach their goals.

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When Nathaniel is not working, you can find him taking his dog Maple for a run, out on the golf course, or playing hockey.  Nathaniel is a proud member of Advocis, The Financial Advisors Association of Canada.