Certified Financial Planner in Edmonton, Alberta
Nathan Garries, CFP®, EPC®, CIWM®, FCSI® is a Certified Financial Planner with Beyond Business Financial Solutions. He has over two decades of experience in the finance industry. Nathan earned Canada’s highest award for financial advisors as well as numerous prestigious fellowships. He is a third-generation member of his family to pursue finance as a career.
Nathan works with his clients to provide an accurate picture of their finances and their current financial future in order to draw up realistic and attainable financial plans. One of his favorite quotes is by Bill Bachrach. The quote sums up Nathan’s feelings about his duty to his clients: "The Trusted advisor tells the truth, even if it means risking the relationship."
Nathan’s belief that his clients deserve the most comprehensive and up-to-date information in the industry drives his commitment to professional education in his field. He has put countless hours of work toward furthering his education in financial planning and continues to do so. Education is an ongoing process, especially in the ever-evolving world of financial planning. As such, Nathan is currently working on earning the Chartered Investment Manager (CIM) designation.
As a result of his commitment to professional development, Nathan holds the following designations: Certified Financial Planner designation, Elder Planning Counselor designation, and Certified International Wealth Management designation. These designations represent his dedication to professional growth in order to better serve the needs of his clients.
The professional associations Nathan is affiliated with include ADVOCIS, the Financial Advisors Association of Canada, the Canadian Initiative for Elder Planning, the Financial Planning Standards Council, Canadian Securities Institute, and the Association of International Wealth Management.
Before moving to Beyond Business Financial Solutions, Nathan cut his teeth at TD Bank when they were merging with Canada Trust and he also worked for a division of Canada Life called Freedom 55.
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.