Nathan Johnson, CFA, CFP
associate portfolio manager at bmo nesbitt burns@ BMO Nesbitt Burns
Calgary, Alberta, Canada
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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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@ibm.com
+1 877262****
+1 403571****
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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

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Work Experience

Toronto, CA

Financial Services

2428
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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.
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Education

Brigham Young University - Idaho
Brigham Young University - Idaho

Business Management,

Finance & Accounting

2009-2013