About Me

Nathan is passionate about helping clients identify opportunities and mitigate risks in financial planning. As the third generation of his family to help clients in the finance industry, he feels compelled to learn as much as possible so that he can best care for his clients’ financial health. With a step-by-step approach that is uniquely tailored to each client, he helps them prepare for the challenges and opportunities of the present and the future.

After launching his career with TD Canada Trust, Nathan transitioned to Freedom 55, a division of The Canada Life Assurance Company, finding a natural fit for his education, wealth planning and banking background.

From there, Nathan dedicated himself to lifelong learning including earning designations as a Certified Financial Planner®, an Elder Planning Counselor, and a Certified International Wealth Manager covering Advanced Retirement Management, Advanced Tax and Estate Strategies and Advanced Investment Strategies. Most recently, Nathan became a Fellow of CSI, the highest honor in Canadian financial services. This distinction is reserved for a dedicated group of financial professionals who demonstrate leadership, integrity and commitment to their clients and industry. Now, his goal is to complete his CIM® designation.

His membership with ADVOCIS, The Financial Advisors Association of Canada, Canadian Initiative for Elder Planning and the Financial Planning Standards Council demonstrate his commitment to professionalism and to his clients’ personal and financial security.

Nathan has been married to his wife Sara since 2003. They have two boys, Parker and Evan. He enjoys watching his boys participate in their sporting events but not as much as coaching them to be the next generation of professional athletes or financial planners. When Nathan is not working or attending one of the boy’s activities with his wife, he is playing golf, hockey or spending time at the lake.

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design and Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. used with permission.

Insurance products, including segregated fund policies are offered through Beyond Business Financial Solutions Inc., and Blaine Barteski, Nathan Garries, Ryan Axling, and Don Der offer mutual funds through Quadrus Investment Services Ltd.

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design and are trademarks of Quadrus Investment Services Ltd. Used with permission.

Insurance products, including segregated fund policies are offered through Beyond Business Financial Solutions, and Investment Representative Nathan Garries offers mutual funds and referral arrangements through Quadrus Investment Services Ltd