With more than a decade of experience in financial services, Nathan is dedicated to providing comprehensive financial plans for his clients.
After graduating from the University of Guelph, Nathan started his career with a large mutual fund company, eventually joining their tax and estate planning group. In 2008, he joined a boutique financial planning firm and obtained his Certified Financial Planner (CFP) designation that year.
Nathan received his Trust and Estate Practitioner (TEP) designation in 2012 and was honoured with the Gerald W. Owen Award for the highest overall average across the four-course program. He was immediately recruited by Scotiatrust, one of the largest trust companies in Canada. As an Estate and Trust Consultant, Nathan helped high-net-worth families preserve their wealth with various tax and estate strategies. His knowledge, professionalism and friendly approach have earned him the respect of both his clients and the legal community.
Drawn to PWL’s client-focused approach and commitment to low cost, Nathan joined the Toronto Team in 2021 as an investment advisor, and as lead guitarist in the office rock band.