portrait of Nathan Best

About Nathan

As a holistic financial advisor serving Ancaster, Hamilton, and the surrounding communities, I partner with corporate professionals and small business owners to create tailored financial strategies that help them achieve their unique goals, including the retirement they dream of. If there are blind spots in their existing plans, I'll find them and offer solutions.

With 15 years in the financial services industry, I know full well that no two clients are the same. That's why I work closely with each one to gain a full understanding of their financial landscape and their personal, professional and business goals. Then I build...

Focus Areas

  • Business retirement plans
  • Business owner considerations
  • Employee stock options
  • Retirement savings strategies
  • Estate and legacy strategies
  • Intergenerational planning

Work History

  • Edward JonesJune 2019 to Current

Education

  • Trent UniversityBachelor of Business Admin

Personal Interests

  • Volunteering
  • Spending Time with Family
  • Traveling
  • Golfing
  • Baseball

Team Members

  • Izabella Whitman
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More