Howlett Financial Partners (HFP) is a not-for-profit, cooperative partnership built to promote collaboration among a group of diverse Financial Professionals. Together, we are rethinking how the tax, retirement and investment planning industry looks in radical ways.
Our goal is to provide an all-encompassing approach to financial planning
HFP makes concerted effort to contribute to our community. Check out The Knowledge Box (https://knowledge-box.ca/) initiative, an education platform for financial literacy curriculum targeting disadvantaged youth and single mothers, as an example of the work we are passionate about.
We believe this industry needs a shakeup. We’re doing our part.
With over a decade of experience in the world of finance, Nate’s inquisitive nature and passion for helping others has yielded many innovative strategies in, for example, tax planning. Sincere questions from his clients led to cozy Saturday mornings on the couch, coffee in hand and Microsoft Excel at the ready, building solutions to aid those clients.
But it’s not simply enough to provide high quality solutions. Clients depend on clear, salient communication to be able to understand a proposal before it can be implemented. Teaching is in his blood; Nate hails from a family of educators and continues to invest energy in developing those skills.
He founded Howlett Financial Partners with the vision to deliver excellent financial planning services to folks who are under-serviced by traditional financial institutions by focussing on tax, retirement, charity, and investment planning strategies.
Nate has a Bachelor’s degree in Economics with a Finance specialization from the University of Waterloo and is a Certified Financial Planning (CFP) professional.