Nathan Parkhouse, Cfp®, Cim®, Fma

Nathan Parkhouse, Cfp®, Cim®, Fma Email and Phone Number

Senior Advisor, Rubach Wealth: Holistic Family Advisors™ - - - - Mergers & Acquisitions Consultant to Financial Advisory Practices @ Rubach Wealth: Holistic Family Advisors™
toronto, ontario, canada
Nathan Parkhouse, Cfp®, Cim®, Fma's Location
Toronto, Ontario, Canada, Canada
Nathan Parkhouse, Cfp®, Cim®, Fma's Contact Details

Nathan Parkhouse, Cfp®, Cim®, Fma work email

Nathan Parkhouse, Cfp®, Cim®, Fma personal email

n/a
About Nathan Parkhouse, Cfp®, Cim®, Fma

Nathan Parkhouse, CFP®, CIM®, FMASenior Advisor at Rubach WealthThe Highest Standard of Professional Investment CareYou Deserve It. I Provide It.As a Senior Advisor at Rubach Wealth, I am dedicated to delivering peace of mind through wealth management strategies that safeguard and grow your investments. My approach is centered on helping families achieve their financial goals while navigating life’s complexities with confidence.With over 20 years of experience, I take pride in offering personalized strategies that: - Grow and protect wealth while minimizing taxation. - Navigate market volatility with a focus on long-term success. - Empower families to make informed financial decisions.At Rubach Wealth, I am proud to work alongside a team committed to providing exceptional care and strategic insight to every client we serve. My goal has always been to deliver more than just financial solutions—I strive to be a trusted partner in helping families build a secure future.Contact me: Nathan@RubachWealth.comVisit us: RubachWealth.com

Nathan Parkhouse, Cfp®, Cim®, Fma's Current Company Details
Rubach Wealth: Holistic Family Advisors™

Rubach Wealth: Holistic Family Advisors™

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Senior Advisor, Rubach Wealth: Holistic Family Advisors™ - - - - Mergers & Acquisitions Consultant to Financial Advisory Practices
toronto, ontario, canada
Website:
rubachwealth.com
Employees:
4
Nathan Parkhouse, Cfp®, Cim®, Fma Work Experience Details
  • Rubach Wealth: Holistic Family Advisors™
    Senior Advisor
    Rubach Wealth: Holistic Family Advisors™ Nov 2024 - Present
    Toronto, Ontario, Canada
    As a Senior Advisor at Rubach Wealth, I focus on helping families navigate their financial journeys with confidence and peace of mind. By providing personalized wealth management strategies, I aim to help clients achieve their goals while protecting their financial future.Key responsibilities include:- Designing tailored strategies to grow and preserve wealth.- Addressing clients’ unique financial needs and goals with a holistic approach.- Proactively managing investments to safeguard against risk and uncertainty.- Collaborating with clients to create long-term plans that align with their values.Connect with me to learn how we can secure your financial future together.
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  • Parkhouse Financial
    Founder & Financial Advisor
    Parkhouse Financial Sep 2006 - Nov 2024
    Toronto, Canada Area
    Independent, fee-based financial advisor, void of conflicts of interest, commission sales and pushed products. I work exclusively for my clients' benefit, NOT the benefit of a Brokerage Firm, Bank, or Insurance Company:With low fees and active risk management, I help families achieve financial longevity.
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  • Mlink Mortgage Corp.
    Director, Business Development
    Mlink Mortgage Corp. Jan 2016 - May 2021
    External sales lead on tax-efficient withdrawal strategies for high-net-worth clientele. Mentored and coached internal sales and marketing team to enhance their skills and support strategic partners in closing new business opportunities utilizing Salesforce CRM. Created compelling presentations and marketing materials that effectively communicated tax-efficient solutions to prospective clients and partners. Stayed informed about industry trends, competitor offerings, and market dynamics to position the company's products and services. Tracked and analyzed sales performance metrics to identify areas for improvement in business development strategies.
  • Ig Wealth Management
    Financial Advisor
    Ig Wealth Management Sep 2004 - Aug 2006
    Mississauga, Ontario, Canada
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  • Formerly Pottruff & Smith Insurance Brokers Inc.
    Account Director, Commercial Lines
    Formerly Pottruff & Smith Insurance Brokers Inc. Nov 2003 - Aug 2004
    Greater Toronto Area, Canada
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  • Bmo Nesbitt Burns
    Sales Representative
    Bmo Nesbitt Burns Jul 2001 - Nov 2003
    Toronto, Ontario, Canada
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  • Scotia Wealth Management
    Administrative Assistant
    Scotia Wealth Management Aug 2000 - Jun 2001
    View

Nathan Parkhouse, Cfp®, Cim®, Fma Skills

Retirement Planning Financial Services Securities Finance Investment Advisory Strategic Financial Planning Wealth Management Services Investments Pensions Financial Planning Equities Wealth Accumulation Financial Analysis Life Insurance Alternative Investments Etfs Segregated Funds Retirement Income Planning Tax Pension Transfer Maximization

Nathan Parkhouse, Cfp®, Cim®, Fma Education Details

Frequently Asked Questions about Nathan Parkhouse, Cfp®, Cim®, Fma

What company does Nathan Parkhouse, Cfp®, Cim®, Fma work for?

Nathan Parkhouse, Cfp®, Cim®, Fma works for Rubach Wealth: Holistic Family Advisors™

What is Nathan Parkhouse, Cfp®, Cim®, Fma's role at the current company?

Nathan Parkhouse, Cfp®, Cim®, Fma's current role is Senior Advisor, Rubach Wealth: Holistic Family Advisors™ - - - - Mergers & Acquisitions Consultant to Financial Advisory Practices.

What is Nathan Parkhouse, Cfp®, Cim®, Fma's email address?

Nathan Parkhouse, Cfp®, Cim®, Fma's email address is np****@****ies.com

What schools did Nathan Parkhouse, Cfp®, Cim®, Fma attend?

Nathan Parkhouse, Cfp®, Cim®, Fma attended The University Of Western Ontario.

What are some of Nathan Parkhouse, Cfp®, Cim®, Fma's interests?

Nathan Parkhouse, Cfp®, Cim®, Fma has interest in Children, Education, Health.

What skills is Nathan Parkhouse, Cfp®, Cim®, Fma known for?

Nathan Parkhouse, Cfp®, Cim®, Fma has skills like Retirement Planning, Financial Services, Securities, Finance, Investment Advisory, Strategic Financial Planning, Wealth Management Services, Investments, Pensions, Financial Planning, Equities, Wealth Accumulation.

Who are Nathan Parkhouse, Cfp®, Cim®, Fma's colleagues?

Nathan Parkhouse, Cfp®, Cim®, Fma's colleagues are Maria Defrancesco, Imran Choudhary, Mba, Cfp, Clu, Chs, Brooke Mcclelland.

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