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Nathan Best, Financial Advisor

FINANCIAL ADVISOR
Nathan Best

911 Golf Links Rd, Suite 202, Ancaster, ON L9K 1H9opens in a new window
CallSend Me a Message

Focus Areas

  • Business retirement plans
  • Business owner considerations
  • Employee stock options
  • Retirement savings strategies
  • Estate and legacy strategies
  • Intergenerational planning

About Nathan

As a holistic financial advisor serving Ancaster, Hamilton, and the surrounding communities, I partner with corporate professionals and small business owners to create tailored financial strategies that help them achieve their unique goals, including the retirement they dream of. If there are blind spots in their existing plans, I'll find them and offer solutions.

With 15 years in the financial services industry, I know full well that no two clients are the same. That's why I work closely with each one to gain a full understanding of their financial landscape and their personal, professional and business goals. Then I build...

Work History

  • Edward JonesJune 2019 to Current

Education

  • Trent UniversityBachelor of Business Admin

Personal Interests

  • Volunteering
  • Spending Time with Family
  • Traveling
  • Golfing
  • Baseball

Team Members

  • Izabella Whitman
    Branch Office Administrator

Upcoming Events

  • AUG.14

    August 14 07:00PM 08:00PM

    Mackenzie Investments: 5 Steps to Estate Planning - Virtual

    Mackenzie Investments: 5 Steps to Estate Planning - Virtual

    Learn More
  • SEP.11

    September 11 07:00PM 08:00PM

    Fidelity Investments: Tax-Smart Investing for Business Owners and Measures for Private Corporations - Virtual

    Fidelity Investments: Tax-Smart Investing for Business Owners and Measures for Private Corporations - Virtual

    Learn More

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(905) 304-1292

Fax

(855) 475-1206

Office Address

911 Golf Links Rd
Suite 202
Ancaster, ON L9K 1H9opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

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