Nathan is a co-founder and licensed Certified Financial Planner® with Up Financial. Nathan brings extensive experience to the team, previously working with a leading major national financial institution. Nathan departed from the insurance company owned firm because he wanted to be able to give people the unbiased advice that clients deserve. A graduate of the University of Calgary Nathan holds the Certified Financial Planner® (CFP) designation in which he was awarded the Presidents list in 2017 for achieving the highest grade in Canada. Nathan specializes in high net worth investment and portfolio development, comprehensive financial planning including tax planning, retirement planning, insurance planning and estate planning. Nathan is also a consistent guest lecturer at the Financial Facilitators and the University of Calgary.
Eli is a co-founder and licensed Certified Financial Planner® with Up Financial. After working for a major national financial institution he quickly saw that he wanted to create a firm that offered a better way to help clients. He knew the key was Unbiased Planning and a Fiduciary Standard of Care. Eli is a graduate of Mount Royal University and currently holds the Certified Financial Planner® (CFP) designation as well the Certified Executor Advisor® (CEA) designation. Eli specializes in comprehensive financial planning including corporate financial planning, managing liquidity events, retirement analysis, tax planning and estate planning. Eli is proud of what Up Financial has become so far and their commitment to helping Canadians now and in the future.