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Nathaniel Cornett-Ching, Financial Advisor

FINANCIAL ADVISOR
Nathaniel Cornett-Ching

CFP®
200 Southridge Dr, Suite 1233, Okotoks, AB T1S 0N8opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Business owner considerations
  • Special needs financial considerations
  • Charitable giving

About Nathaniel

Who do I work with? Individuals, families, and business owners.

I help build, guide, and protect their wealth.

After a short introduction call those who are a good fit with me, go through my established process to understand their current situation and goals. Then I go to work building a personalized strategy that will take you towards your goals. Should there be any shortfall or change in personal circumstance we will revisit your specific strategies and adjust as needed. Once we have developed a road map to success I will monitor and update it on a consistent schedule that works...

Work History

  • Edward JonesSeptember 2023 to Current
  • RBC Dominion SecuritiesJanuary 2017 to November 2021

Personal Interests

  • Spending Time with Family
  • Board Games
  • Music
  • Motorcycles
  • Electronics

Team Members

  • Johanne Sommerfeldt
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 09:00PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(403) 306-0515

Fax

(888) 501-2086

Office Address

200 Southridge Dr
Suite 1233
Okotoks, AB T1S 0N8opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

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

Learn More