Nathan Osterhout

My team and I - Dayna Bond, Alyssa Claridge, and Jenise Bayer De Figueiredo - partner with business owners, professionals and their families to help them reach their financial goals. Our personal approach and over 50 years of combined experience allows us to find out what matters most to you so we can work together to create strategies to address concerns such as rising income in retirement, risk assessment, pension, tax and estate considerations.

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®) professional in 2006. This certification helps me create a complete financial strategy for each and every client using our holistic approach to managing your wealth. It is my attention to detail and ability to listen that keep our clients well positioned to reach their financial goals.

My desire to help others has resulted in holding key leadership positions within the organization. In 2008, I became an owner through limited partnership, and in 2020, I also became a General Partner and assumed leadership of our Northern Alberta branches as Regional Leader.

I have been invited to the Financial Advisor Leader's Conference for twelve consecutive years starting in 2010. This conference recognizes and celebrates the contributions and achievements of the top performing financial advisors in the firm. In 2022, I attended the firm's Managing Partner's Conference for the fifth time, an honour reserved for the top 1% of nearly 19,000 advisors across North America.

I have been happily married to my wife Sarah for the last 15 years and we are the proud parents of two boys. Away from the office, I enjoy camping, boating, skiing and travelling and I love to use my creativity and ingenuity to build furniture with exotic woods.