780-224-7835
nleveille@cclgroup.com
Nathan has over ten years of experience helping high net worth individuals and families achieve their long-term financial goals. While working with a broad range of clients, he specializes in supporting the unique needs of medical professionals and business owners in stewarding their wealth.
A CFA charterholder since 2017, Nathan holds the Qualified Associate Financial Planner (QAFP) designation and graduated from the University of Alberta School of Business in 2012.
When not helping clients, Nathan enjoys spending time with his wife and two children in his beloved Southwest Edmonton. An avid golfer, he can also be found on the local fairways and greens.
Nathan works with Kevin Kozak, Wealth Advisor, Associate Advising Representative.