Nathan joined TPC Wealth in 2024 after working at Global Maxfin Investments. Previously, he served for 14 years in the Canadian Armed Forces as a recruit instructor and operations room supervisor, earning the Canadian Forces’ Decoration (CD). Nathan holds a Bachelor of Arts in Economics (with distinction) and a minor in Business from the University of Victoria, and earned both his Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations in 2026. His background in economic theory and operational discipline enables him to analyze global macroeconomic trends and build resilient portfolios. Nathan’s clients appreciate his ability to break down complex financial and market concepts into terms they can understand. Nathan believes that a first-principles approach to investing, grounded in sound economic philosophy, is essential for preserving capital and meeting long-term financial goals with confidence.
Take me back to the Investment Team.