About Me
I am a CPA with a background in public accounting, and previously banking. I became a Financial Advisor as a way to apply my tax, investment, and general financial knowledge in a way that benefits as many people as possible.
While there is no wrong time to plan for your financial future, I firmly believe in starting the planning process as early as possible to provide you with confidence and a clear path to achieving your goals. This means working together to understand those goals and creating steps to reach them, as well as regularly updating for changes as your live evolves.
As a father, I am passionate about working with families at any stage; as a CPA, I find satisfaction in putting together tax efficient plans for individuals or corporations alike.
Regardless of your situation, I am grateful to be a part of your planning process and truly look forward to helping you reach your goals.
Nathan Vanderham
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.
Job title: Advisor, Sun Life, CPA
Languages spoken: English
Phone: (403) 878-9080
Email: nathan.vanderham@sunlife.com
Fax: (403) 527-6884
Address: #1, 660 2nd Street SE,, Medicine Hat, AB, T1A 0C9 Canada
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.