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The Liminal Group
President/CEO
Education
Nathan holds an MSFS and designations of Chartered Advisor in Philanthropy® (CAP®), Accredited Investment Fiduciary (AIF®), Certified Family Business Specialist (CFBS), Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor (CEPA).
Experience
Having been in the financial services industry since 1995, Nathan has worked with numerous owners to identify, anticipate and avoid the mistakes that plague their business and personal finances, while combining both aspects into a single cohesive plan.
Expertise
With a passion for strategic philanthropy, wealth management, comprehensive financial solutions and business succession planning, Nathan is committed to providing his clients the highest level of guidance in pursuing their financial aspirations.
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