Nathan Vanderham
Job title: Advisor, Sun Life, CPA
Languages spoken: English
Area served: Medicine Hat & Area
Tax-Efficient Holistic Planning
As a CPA and dedicated wealth manager, I create financial plans that bring clarity, structure, and confidence to your financial life. My approach combines disciplined portfolio management with tax-efficient and holistic strategies, delivered through the following:
- Goal-based investment portfolios,
- Retirement planning and income projections,
- Insurance and risk management strategies,
- Estate planning, and
- Budgeting and cash flow management
I help you make informed decisions, stay on track, and build a financial plan that supports your goals at every stage.
Products and services
Every financial and protection strategy is different. Browse through the product and services offerings below to learn more.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Tools and calculators
Make planning for your financial future and retirement easier with some of our tools and calculators.
Retirement savings calculator
Calculate how well your retirement savings align with what you can expect to spend.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
Life insurance calculator
Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone.
What you get: An estimate of the amount of coverage you need to protect those who depend on you
What you get: An estimate of the amount of coverage you need to protect those who depend on you
Budget calculator
Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.