My focus is on serving the financial needs of corporate professionals and small business owners in the Ancaster, Hamilton and surrounding community. We have built our business by treating clients how we want to be treated, a simple idea that still makes sense in today’s complex marketplace. This is achieved by partnering with our clients and working together towards realizing their goals through tailored financial strategies.
Having worked in the financial services industry for 15 years, I have helped many people achieve various financial goals. My main focus is retirement strategies and helping transform my clients to realize their retirement dreams. I do this by uncovering their specific goals, understanding what they already have in place to work toward these goals, and implementing a strategy to fill any gaps. We also discuss the tax implications of certain decisions, such as when to draw from certain retirement resources.
I graduated from Trent University in 2008 with a Bachelor's in Business Administration. My wife, Angela, and I have two beautiful daughters, Zoey and Scarlett. We enjoy family activities, vacations, and being involved in our local church.
In my own spare time, I enjoy golfing, playing softball, and visiting local shops and restaurants in the local community.
My Branch Office Administrator, Bella, is dedicated to providing the highest service possible. She's always available to answer general questions or to schedule a meeting with our office.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
I live by the philosophy, "Hope for the BEST, plan for the worst".
Focus areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Intergenerational Planning
- Business Owner Considerations
- Employee Stock Options
My Personal Interests
- Spending Time with Family
- Golfing
- Karate
- Baseball
- Technology
Office Information
Phone Number
Nathan Best at (905) 304-4565- Izabella Whitman
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
- Izabella Whitman
- Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.
Learn More