Nathan Lukan

Questioner
DISC Type : c

Financial Advisor at Edward Jones Canada

Saskatoon, Saskatchewan, Canada

Overview

Nathan Lukan is a Financial Advisor at Edward Jones in Saskatoon, focusing on life-centered wealth management for busy professionals to help them regain valuable time. He holds an MBA from the Valar Institute and a Bachelor of Arts from the University of Saskatchewan, complemented by his Canadian Securities Course certification.

Outside of his financial practice, Nathan is an avid reader and hosts the "Beyond the Teacher" podcast, where he explores the hobbies and interests of educators. He also has a passion for football, having previously coached for Saskatoon Minor Football, and enjoys personal fitness, hiking, and rock climbing.

He is a collector of comics, including titles from major publishers like DC, and sees fiction as a powerful tool.

Personality Overview

Price-Sensitive

Value Seeker

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They are more likely than others to negotiate on pricing and terms. They prefer to do thorough analysis of any situation.

Topics They Care About

Holistic Wealth Management
His practice focuses on coordinating all aspects of a client's financial life, including taxes and investments, to provide clarity and free up their time.
Retirement Income
He creates content focused on helping professionals understand what their earnings will be in retirement, not just what they have saved.
Exploring Personal Wisdom
As the host of the "Beyond the Teacher" podcast, he interviews educators to learn more about the person behind the profession and their wisdom.

Media Appearances

Nathan Lukan, Financial Advisor | Edward Jones. Featured in Edward Jones Canada (official website)

See Now

Work History

12-2025
Financial Advisor at Edward Jones Canada
9-2025 - 12-2025
Associate at Edward Jones
1-2022 - 9-2025
Branch Office Administrator at Edward Jones
2-2021 - 11-2021
Supervisor at Stoked Centre
Running Backs Coach at Saskatoon Minor Football

Education

2026 - 2027
MBA from Valar Institute
9-2019 - 5-2022
Bachelor of Arts - BA from University of Saskatchewan

More Information

Social Presence :

Prographics :

Exp : 5 Location : Saskatoon, Saskatchewan, Canada Job Level : N/A Designation : Financial Advisor at Edward Jones Canada
URL has been copied!

Insights For Selling To Nathan

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nathan is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Nathan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Nathan move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Nathan take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Nathan

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.