Family-first independent advice you can trust
At Nathina Financial Services, you and your financial goals always come first
That's our duty to you. It’s a pledge from our family to yours, a steadfast commitment to guiding you to financial success. We are an independent family-based business – father and son – with decades of experience in building successful financial strategies for people just like you.
We are Islanders, and from our own work in business, industry, fishing and forestry, we know what it takes to build wealth from a life on the land and sea.
We're ready to meet you at your home or workplace.
Whether we're focusing on your best interests in estate planning, retirement planning, tax planning, succession planning, investment management, insurance, or financial planning, our objective remains constant: empowering you to achieve your goals.
We live and work with these guiding principles: Transparency, empowerment and support.
Empowering your financial future
At Nathina, we prioritize your financial well-being, acting as your guide through the complexities of financial planning, estate strategies, and beyond. Leveraging a family-based team approach, we bring together industry-leading experts in investing, tax, law, and accounting to craft a tailored plan that aligns with your life goals.
Our commitment is to provide transparent, comprehensive advice, empowering and supporting you to make informed decisions and achieve financial success on your terms.
Our Guiding Principles
Legacy of Trust
With more than four decades of experience, we've built a legacy of trust and reliability, serving clients across Vancouver Island, British Columbia, and Canada. Many of our clients have been with us 30+ years.
Commitment to Excellence
We are dedicated to providing top-quality financial services tailored to each client's individual needs, ensuring their financial well-being and security.
Continuity and Succession
Commitment to the future is at the core of our succession planning services. We help you enhance and safeguard your financial assets, and the legacy and principles that define your family.
Community Engagement
Contributing to the community enriches us all, fostering togetherness and mutual growth. We know that knowledge brings growth and empowerment.
