“It’s not just what we do that’s important – it’s how and why we do it that differentiates us from the rest”
– Up Financial Team
BA, CFP®, CIM®, FCSI®
Nathan is a co-founder and licensed Private Wealth Consultant with Up Financial. Nathan brings extensive experience to the team, previously working with a leading major national financial institution. Nathan departed from the insurance company owned firm because he wanted to be able to give people the unbiased advice he felt clients deserve.
Nathan has been a guest lecturer for Financial Facilitators Inc, and completes ongoing educational sessions for the Calgary Immigrant Education Society. He also teaches Risk Management to MBA students in the fall semester at the University of Calgary.
Nathan lives with his wife Sarah in Calgary, AB and they are expecting their first child in May of 2021.
A graduate of the University of Calgary Nathan holds the Certified Financial Planner® (CFP) designation for which he was awarded the Presidents list in 2017 for achieving the highest grade in Canada. He also holds the Chartered Investment Manager® designation and is a Fellow of the Canadian Securities Institute®. Nathan develops Up Financial’s investment structure alongside the teams of CFAs managing the underlying assets within our portfolio models.
Nathan holds a degree in International Relations and also studied Mandarin from 2009-2010 at Tsinghua University in Beijing, China.
- Portfolio construction and development
- Mass affluent, high net worth & ultra-high net worth client asset management
- Investment market research
- Comprehensive financial planning including tax planning, retirement planning, insurance planning, and estate planning
- Retirement income planning