Meet Our Financial Planners

Nathan Urquhart, CPA, CFP®, is a Senior Tax Planner at Goldstone Financial Group.

With a background in tax and financial planning and an education from the University of Southern California’s Marshall School of Business, Nathan is dedicated to helping families make informed decisions and feel confident about their financial future.

Nathan’s approach to financial planning is deeply personal. After seeing his parents experience the consequences of receiving financial advice that wasn’t right for them, he made it his mission to help other families avoid unnecessary stress and missed opportunities. He believes in treating every client like his own family, leading with honesty, patience, and a commitment to always putting their best interests first.

Outside of work, Nathan enjoys snowboarding, traveling to Hawaii, and playing hockey. A lifelong Edmonton Oilers fan, he also loves spending time outdoors hiking and playing with his child. Giving back to his community is equally important to Nathan. He has volunteered with foster youth and participates in an annual Christmas initiative to provide essential items to individuals experiencing homelessness.

His commitment to helping others carries into his work at Goldstone, where he strives to give every client the guidance, support, and peace of mind they deserve.