Meet The Team

CFP

CFA

With 15 years experience in the financial services sector helping high-net-worth and institutional clients in Canada and the U.S., Nathan's expertise focuses on discretionary investment management, portfolio trading, and financial planning.

He is a graduate of the University of Sheffield UK, is a CFA Charterholder, and holds the Certified Financial Planner designation.

Client Service Associate

Sonia started her career with TD Bank initially in 2015 and has 8 years of  experience in finance industry.  Sonia is providing administrative support to Tim's clients.