“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 a sessional instructor at the University of Calgary where he teaches two different courses on Financial Planning.
Nathan lives with his wife Sarah and son Ismael (Izzy) in Calgary, AB
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 holds a degree in International Relations and also studied Mandarin from 2009-2010 at Tsinghua University in Beijing, China.
- 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