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Nathan joined Nicola Wealth in June 2019 after spending two years working for a Vancouver-based independent financial planning firm with a focus on discretionary portfolio management.
He graduated in 2016 with his Bachelor of Commerce majoring in Finance & Accounting at the University of Melbourne. Nathan holds his Chartered Investment Manager (CIM) designation and is currently pursuing his Chartered Financial Analyst (CFA) & Certified Financial Planner (CFP) designations. He is also a member of the CFA Society Vancouver, and the Financial Planning Associate Committee.
Outside of work, Nathan enjoys playing basketball, strumming his guitar/ukulele, hiking in the summer, and snowboarding during the winter. You can also find Nathan exploring the newest local eateries all year round.
“Nicola Wealth provides me with the opportunity to grow not only in my professional career but also in many aspects relating to my personal development.”
Favourite restaurant in Vancouver?
Phnom Penh or Kokoro Tokyo Mazesoba
What languages do you speak?
English and Tagalog