Natan has dedicated his career to positively impacting his clients, colleagues, and community. He has over 20 years of experience in financial services and financial planning and has held positions previously at TD Canada Trust, National Bank and Canada Life helping clients with their wealth, investment and retirement plans. As a Wealth Advisor, Dealing Representative at CC&L Private Capital, he continues to prepare tailored investment recommendations assisting clients with their unique investment objectives.
Having graduated from Concordia University with Honors, Natan has completed the Canadian Securities Course and is working towards obtaining the Chartered Investment Management designation.
Natan is a dedicated volunteer and active community member, most recently serving as President of his synagogue and coaching high school basketball for nearly ten years. He enjoys spending time with his wife and three children, travelling, playing basketball and golfing.