Company Overview

Founded in January of 2010, SuccessQuest quickly established itself as a breath of fresh air in the Financial Service Community. Our focus is developing simple technology that creates measurable operational and sales efficiencies - NEW best practices. Our approach, Inside-the-Box Thinking, is doing what we know works, but better and more efficiently.

Founding Partners

Our founders include, CEO Nathan Bergeland, a managing and equity partner in 5 established financial services companies, CIO Ray Gauthier, technology executive in one of Canada’s Big-5 banks, and Kirk Lowe, founder of TactiBrand, a leading branding and marketing boutique for financial professionals and institutions since 2000.

NateNathan Bergeland - CEO

Nathan Bergeland has been a leader in the financial services community for over 35 years. Most of his achievements have been building, consulting with and supporting financial institutions (bank and credit unions) and independent advisors. In addition to being the CEO of SuccessQuest, Nathan is also the CEO of the USAdvisors Financial Group of companies where he has managed hundreds of advisors and consulted hundreds of financial institutions. Nathan is very familiar with the challenges financial advisors, institutions and investors face.

Nathan co-founded SuccessQuest in an effort to increase performance and productivity for financial institutions and financial professionals. Instead of looking outside-the-box for new ideas and strategies to help financial institutions and professionals grow, SuccessQuest's founders took a different approach believing that inside-the-box thinking is what is required to advance the financial services industry. Inside-the-box thinking is doing what we already know works, but doing it much better and much more efficiently.

SuccessQuest's online tools, ReferralPod and ActivityPod, help financial institutions and financial professionals more effectively manage and track referrals, activity and projects. ValuesCompass goes to the core by helping people and teams understand thinking and how it impacts their decisions and performance.