Nathan Garries

he transitioned to Freedom 55, a division of Canada Life.

Nathan has remained steadfast in his commitment to continuing education in his field, believing it will bolster his efforts to provide generational financial planning advice to clients. From that dedication, he has earned his Certified Financial Planner designation, Elder Planning Counselor designation, Certified International Wealth Management designation. Furthermore, he recently received his Fellow CSI, the highest honor in Canadian financial services. The distinction is reserved for an exclusive group of financial professionals who demonstrate leadership, integrity and commitment to their clients and industry.

Completing his CIM® designation is his current goal. He has always believed that further education improves his ability to implement solutions for wealth and risk security planning, tax-reduction strategies and family succession planning.

Nathan’s approach has continually been to develop achievable, realistic and transparent financial plans for his clients. He believes the continual monitoring of financial progress allows for clients to take quicker action and create better plans. This, in turn, generates peace of mind.

Nathan’s professional associations include ADVOCIS, the Financial Advisors Association of Canada, the Canadian Initiative for Elder Planning, the Financial Planning Standards Council, Canadian Securities Institute and CIWM (AIWM).

He and his wife Sara have been married since 2003 and have two boys: Parker and Evan. They are a sports-oriented family and when Nathan is not working or attending one of the boy’s sporting events with his wife, he is often playing golf, playing hockey or spending time at the lake.