My team and I - Dayna Bond, Alyssa Claridge, and Jenise Bayer De Figueiredo - partner with business owners, professionals and their families to reach their financial goals. Our established 5-Step process and over 50 years of combined experience allows us to find out what matters most to you and offers strategies for rising income in retirement, risk management, pension, tax and estate needs.
My passion for planning and desire to adapt to the ever-changing financial needs of my clients led me to become a Certified Financial Planner (CFP) in 2006. This certification helps me define a complete investment plan for each and every client using our established 5-Step process. It is my attention to detail and ability to listen that keep our clients well positioned to reach their financial goals.
In 2008, I became an owner through limited partnership. My desire to help others has resulted in holding key leadership positions within the organization.
In the fall of 2020, I assumed leadership of the Northern Alberta branches as Regional Leader.
I have been invited to the Financial Advisor Leader's Conference for ten consecutive years starting in 2010. This conference, based upon production, is for the top 1 percent in North America. In 2020, I attended the firm's Managing Partner's Conference for the third time, an honor reserved for the top 400 out of almost 20,000 advisors in North America.
I am happily married to my wife Sarah for the last 13 years and we are the proud parents of two boys. Away from the office, I enjoy camping, boating, skiing and traveling as well as love to use my creativity and ingenuity to build furniture with exotic woods.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Protection Strategies
- Business Retirement Plans
- Intergenerational Planning
My Personal Interests
Phone NumberNathan Osterhout at (780) 472-1688
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