Nathan Small CFP®, RRC, BSM (Hons)

Executive Financial Consultant

Nathan joined IG Wealth Management in 2012 with a passion for finance and helping others. He grew his practice in the Waterloo region and partnered with Jeff Dale in 2014 as part of a long term succession plan.

Nathan obtained his Registered Retirement Consultant (RRC) designation in October 2015 and his CERTIFIED FINANCIAL PLANNER® (CFP) designation in January 2017. In addition, Nathan holds an insurance license to provide proper risk management plans to all clients. Nathan works closely with all clients to understand their current circumstances and goals, then optimizes their financial plan to achieve desired results.