Nathan Johnson, CFA, CFP
Brigham Young University - Idaho
Tell me more about Nathan Johnson, CFA, CFP?
Nathan Johnson, CFA, CFP is a highly experienced financial professional with 14.9 years of work experience. He joined BMO Nesbitt Burns in 2021 and is dedicated to helping clients achieve their investment and financial goals. Nathan's passion for compound interest and his commitment to making a positive impact on people's lives has led him to become a CHARTERED FINANCIAL ANALYST and CERTIFIED FINANCIAL PLANNER. He is married to Kimberly and has a passion for making family memories while biking, camping, and skiing. Nathan is actively involved in their church organization and is actively involved in Endorsements/Recommendations.
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About
Nathan joined BMO Nesbitt Burns in 2021 and enjoys helping clients reach their investment and financial goals. He seeks to genuinely understanding every client’s unique needs and strives to make a positive impact on people’s lives. Nathan learned from a young age about compound interest and the difference between paying it and earning it. This caught his attention and spurred his desire to learn all he could about investing and financial planning. Nathan is a CHARTERED FINANCIAL ANALYST™ and CERTIFIED FINANCIAL PLANNER™.Nathan is married to Kimberly and they have four beautiful children. They love making family memories while biking, camping, and skiing. They like to keep their family busy and are actively involved in their church organization.These postings are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only, and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Endorsements/recommendations should not be construed as explicitly or implicitly approved by BMO Nesbitt Burns or the Investment Advisor. Previous results are not indicative of future results. Member-Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada http://www.bmo.com/nesbittburns/popups/about-us/disclaimers
...See MoreWork Experience
associate portfolio manager at bmo nesbitt burns
Financial Services
Nathan Johnson, CFA, CFP's Professional Milestones
- Associate Portfolio Manager (2019-05-01~2020-11-01): Delivered exceptional financial operations and provided strategic guidance to promote the company's growth.
- Associate Financial Advisor (2015-01-01~2019-05-01): Provided personalized financial guidance, guiding clients through successful financial decisions and achieving financial goals.
Education
Business Management,
Finance & Accounting
2009-2013Certification
Colleagues
Bernie Rose
Branch Manager | Vice President
Phil Comtois - Team of Leaders.
senior vice president estate and insurance advisor at bmo estate insurance advisory services
Kristy Ho
investment associate in private wealth at bmo nesbitt burns | founder of vho motors
Robert Allair
Managing Director | Chief Financial Officer
Geoff Neal
vice president portfolio manager & senior investment advisor at bmo nesbitt burns
Other Named Nathan Johnson, CFA, CFP
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Nathan Johnson, CFA, CFP works for BMO Nesbitt Burns
Nathan Johnson, CFA, CFP's role in BMO Nesbitt Burns is associate portfolio manager at bmo nesbitt burns
Nathan Johnson, CFA, CFP works in the industry of Financial Services
Nathan Johnson, CFA, CFP's colleagues are Bernie Rose,Phil Comtois - Team of Leaders.,Kristy Ho
Nathan Johnson, CFA, CFP's latest job experience is associate portfolio manager at bmo nesbitt burns at BMO Nesbitt Burns
Nathan Johnson, CFA, CFP's latest education in Brigham Young University - Idaho