Our Team

Nathan has over 30 years of financial service experience and has been practicing as a financial consultant since 1992. Prior to 1992, Nathan worked for CIBC and Bank Leumi and later went on to work at Counsel Trust as Manager of Commercial Real Estate Lending.

Nathan studied economics at York University and completed the Canadian Securities and Conduct, and Practices Courses, and has Life Insurance qualifications from the Life Underwriters Association of Canada. He is also an Associate of the Institute of Canadian Bankers (ICB).

Over the past few decades, Nathan has committed to providing complete and comprehensive financial advisory services to clients. Clients are assured of receiving the broadest and most responsive planning information and consulting possible.