Howlett Financial Partners

If you're on the fence definitely start working with Nate. He'll be worth every penny. Remember that the consequences of financial decisions (good or bad!) compound over time, so don't wait until next year.The recommendations may also be easier to implement than you assume.I also want to thank Nate for being both accommodating and confidence-inspiring at the same time. I don't have a background in financial topics but I'm _very_ opinionated and at times a bit ambitious. I went in knowing exactly what I wanted"

My husband and I were looking for someone who could help us put together all the puzzle pieces of our personal & business finances. While we've only been working with Nate a short time, we are super impressed with the plan he has put together for us. Nate's incredibly knowledgeable and passionate about the industry. We are both looking forward to continuing to work with Nate for years to come.

We have been pleased to work with Nate Howlett for the past 10 years. He is incredibly knowledgeable and has vision for helping us plan for not only today, but for tomorrow as well. We are confident in having him work alongside us. We highly recommend him and his team for your business/financial success.

I am hugely impressed with Nate’s substantial knowledge, his sound financial wisdom, and his consistent patience with my myriad questions as he guides me through this investment labyrinth. I am most impressed with his integrity: Nate’s personalized care and his commitment to our relationship is remarkable. My trust in him is unequivocal. It is with genuine enthusiasm that I recommend Nate as a financial manager.

Nate Howlett has provided us with sound financial advice for nearly a decade. He explains things in clear terms and leaves us confident in our financial decisions. His personally tailored strategies have yielded us major wealth gains that we otherwise would not have realized. I can’t recommend his services enough.

If you're looking to create a financial strategy that's sustainable, robust to change, and has a solid end-goal in mind, Nate's your guy. High returns on investments are nice, but maximizing them isn't always the goal. Nate focuses on tax sheltering first with an emphasis on hedging risk before looking to maximize returns. His team keeps up to date on changes in CRA rules and has a strategy for everything. The company is also very fond of creating tax-efficient philanthropic strategies for people looking to give back to initiatives they value.

It’s been ten years since I turned to Nate for help with the puzzle box of financial pieces widowhood had handed me. He developed a framework and later was there for the financial challenges of remarriage. He’s aided my family in setting up our elderly mother’s finances when she was no longer able to manage them, giving confidence that she can afford to live where she’s comfortable and receives the care she requires. Now, with retirement on my horizon, my conversations with Nate show how well his original framework was designed to deal with both unexpected and expected life events. He’s been off to the side assembling that bit of my financial puzzle so it’s prepped for the moment I’m ready to put it into place. This gives me freedom to choice the when. So…now to pick a date!

My wife and I have just begun our journey with Howlett Financial. Nate has been really great with how he shows up.I love what Howlett stands for and that they want to do everything they can to bring together like minded professionals to provide maximum value to clients.

My wife and I just started working with Nate and his team. Right from the first call Nate's passion and integrity shines through. He is always very responsive to questions and is able to articulate complex concepts in a relatable matter. Looking forward to continuing to work together.

I've been working with Nate for some time now and I can say that he truly cares about his clients. He's enthusiastic and listens attentively to their needs, providing honest suggestions and accurate solutions along the way. If you're in need of an expert Financial Planner, do not hesitate to reach out to Nate!