Backed by more than 13 years in the financial services industry, Nathan remains committed to understanding each client’s situation and creating effective financial strategies to help them reach their goals. He joined RBC Dominion Securities in 2011 and moved steadily through the ranks in such positions as Associate and Associate Advisor. In his current role, Nathan draws on his considerable knowledge and expertise to focus on investment management and financial planning. He also builds, tracks and updates portfolio models, manages the team’s investment management operations, monitors and manages portfolio insight, and connects clients with RBC partners to meet their more specialized financial needs.
Nathan holds a Bachelor of Science, majoring in Mathematics, with a minor in Economics, from the University of Northern British Columbia. He has also earned the Chartered Financial Analyst (CFA) designation.
In his free time, Nathan enjoys spending quality time with his wife, Samantha, and stays active exploring the outdoors, both the ocean and the forest.