Nathaniel Rosenkrantz
Certified Financial Planner™
Investing and
Saving
Everything you need to know about increasing wealth and securing your savings.
My wealth planning process starts with clients’ needs or wants, not recommended investments. The process also ties in financial planning, tax recommendations, wealth transfer guidance and risk identification.
Services
Life Insurance
Life insurance provides whomever you choose with a one-time, tax-free payment when you die, as long as you continue to pay your premiums.
There are different types of life insurance, and different ways to make it work for you. It’s not only to protect your family. It can also be part of your financial plan, so you may be able to access money in your policy while you’re alive.
Critical Illness and Disability Insurance
Focus on your recovery knowing that you have money to help with your expenses if you’re diagnosed with a serious illness.
Disability insurance works when you can’t. It can give you tax-free monthly income to help pay expenses if an illness or accident stops you from working.
Natasha Walsh
As a professional couple in our 30s, we hadn't given much thought to retirement. It all seemed overwhelming but Nat helped us to identify our priorities and created a plan to achieve our goals. He helped us see the big picture and now we're on track for retirement! I would strongly recommend him to anyone wanting clarity and guidance with their finances.
Testimonials
Shayna Beeksma
Thank you, Nathaniel, for going above and beyond to ensure that we are protected and that we are on our way to our wealth building goals... I am happy to count you among our firm's close circle of trusted experts. And to anyone in need of wealth planning services, including life insurance, and especially if you have a difficult or complex case, then get in touch with Nathaniel today.
Michael Johnson
Nathaniel is a compassionate and professional financial advisor. He provided us with effective education on the products offered, and we were able to make an educated decision. I highly recommend Nathaniel.
Bruce Fraser
Nathaniel's professionalism and understanding of the circumstances afforded me an excellent experience during a difficult time. I would highly recommend Nathaniel's services to anyone.
Mike and Jordan
We have been working with Nathaniel for many years. He is always professional and gives us plenty of time to think about his recommendations before implementing any changes to our financial plan. We very much appreciate this approach and would recommend Nathaniel to anyone.
Carolyn Hassard
I am grateful to Nathaniel for helping me reorganize my finances upon retirement. His expertise gave me confidence in my decisions. Nathaniel follows up with me regularly to keep me informed. I appreciate his relaxed, informative approach.