Galen Nuttall

Helping passionate professionals live the life they want

My Mission

To add significant value

to my clients' lives by creating a clear path

to help them achieve their financial & personal goals

My Process

Looking for clarity around your financial options? Here's how we achieve it:

  • 1. Schedule a Call

    We'll chat to see if we're a good fit and if it makes sense to continue our conversation and meet again.

  • 2. Discovery Call

    We'll gain clarity on what's important to you and why. We then create a plan to set things in motion.

  • 3. Financial Security Plan

    You'll receive a plan designed specifically for you and your situation. We'll begin to align your actions and values with finance.

  • 4. Regular Review

    A financial security plan is organic and should adapt to changes in your life. Regular reviews make sure we stay ahead of changes in the industry and keeping up with your busy lifestyle.

An investment account not rooted in a plan is written on the rain.

- Nick Murray

Medical Professionals

I’ve been fortunate to work on many cases involving individuals with a corporate structure – medical professional corporations in particular. I think of a financial security plan as a ship comprised of many moving components. The efficient use of a corporation can act like a sail that speeds the ship toward its destination, while a poorly-used one can act like an anchor.

 

The changing landscape of tax rules around corporations has received a lot of attention over the last few years. It’s critical to get advice from someone who’s up to date on tax-efficient options to grow money in a corporation as well as efficient ways of getting it out in order to have more in retirement.

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Testimonials

"I'm currently located in Vancouver, BC, and Galen is Ontario based. This was a non-issue and working together online turned out to be greatly to our advantage... He has taken the time to educate me and spend the time needed to ensure I am making good decisions. This was AFTER he first invested in Me and what I am about."

Jennifer Pereira

“Galen has spent several hours teaching me about the financial world... He is great at explaining things and is great at creating visuals for visual learners. He has helped me think about my future financial goals and make realistic action plans to achieve them.”

Erfan Vafaie

"Galen provides an engaging, interactive presentation that allows his audience to put financial planning into perspective by answering questions in a unique visual manner. You can hear the penny drop all through the room. No matter what an audience member's comprehension of financial planning is, Galen responds to questions in a user-friendly, non-patronizing manner that is appreciated by all who attend his sessions. The number one questions from participants is "when is he coming back?".

Julie Brown

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About Me

Galen Nuttall - M.Ed, CFP

Hi, I’m Galen.

 

I live in beautiful Belleville Ontario with my wife, two children, and zany dog.

I work with Canadians all across this amazing country helping them understand their options when it comes to finances.
 

I love taking complex financial concepts and making them simple.

My favourite thing on earth to hear from my clients is: “I sleep better at night now that I understand what I’m doing with my finances and why.” 

 

My life in numbers

  • I’ve lived in 4 countries

  • I have 3 passports

  • I speak 3 languages (well more like 2.5. My Persian is pretty choppy)

  • Completed 12 Triathlons

  • Licensed in 5 provinces

The information on this website is intended for residents of Ontario only.

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Freedom 55 Financial is a division of The Canada Life Assurance Company.

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design and Quadrus group of Funds are trademarks of Quadrus Investment Services Ltd. Used with permission.

Mortgage referrals and insurance products, including segregated fund policies, are offered through Freedom 55 Financial, and Galen Nuttall offers mutual funds through Quadrus Investment Services Ltd.

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