Beaumont, Canada
5001 30 Ave #101
N/A
+17807091373
We were new to investing so we were quiet nervous. From day one Nathan has answered all our questions and put us at ease with any concerns we have . He is always willing to take the time to answer any of our questions whether its a quick text or a phone call. We would highly recommend Nathan to family and friend.
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Another independent advisor done right. Nathan takes immense care in taking care of his clients. His service is client first mentality with honest and transparent advice. With personal experience of his services, I would recommend Nathan for all of your financial planning needs.
I invested with one of the big 5 banks for years, having the advisor only meet with me annually and only sell me their banks mutual funds. The fees were incredibly high and I felt like they didn’t care whether I made money or not. Since switching over to Nathan, I have never looked back and recommend him to all of my family and friends. Nathan works with you to build a portfolio to suit your financial needs and risk tolerance. His fees are significantly lower than the banks and he is able to buy any and all mutual funds, etfs, stocks, gics, high interest savings accounts, etc. His service is impeccable, his market knowledge is fantastic, and his response time and willingness to pick up the phone or meet with you in person are second to none. I look forward to many more years of financial gains!
Nathan is incredibly knowledgeable about capital markets and how to best put your money to work for you. He was very quick at answering any questions I had putting my mind at ease about the safety of my assets. His knowledge of investing is only surpassed by client relationship skills. I wholeheartedly recommend Nathan to anyone looking to grow their wealth.
Nathan gives great advise when it comes to your financial health! When is the last time your planner went over your investment goals to ensure you were paying the least amount of fees and making the most return? If it's been over a year, call Nathan, he'll analyze your statements to see if there is a way to make you more money and set you up for retirement sooner.
Nathan is a very personable and competitive individual. He has always made sure that my investments are well looked after and growing for retirement down the line. He is easy to work with and truly cares about his customers. I would definitely recommend him to any friends and family.
Clearly an intelligent individual. Began investing when I graduated university and my money has been growing since! No regrets here.
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