Our portfolio management team consists of the following people:

Douglas V. Nelson

President. Portfolio Manager. Nelson Portfolio Management Corp.

Phone: 204-975-4261
E-mail: dnelson@nelsonfinancial.ca

Education:
B.Comm.(hons.) – I.H. Asper School of Business, University of Manitoba.
Canadian Investment Manager (CIM).

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Lynda J. Perrick

Lynda Perrick

Portfolio Services Specialist. Nelson Portfolio Management Corp.*

Phone: 204-956-0519
E-mail: lperrick@nelsonfinancial.ca

Education:
Financial Planning Credentials:  Certified Financial Planner (CFP).

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Monica M. Bazan

Client Services. Nelson Portfolio Management Corp.*

Phone: 204-956-0519
E-mail: mbazan@nelsonfinancial.ca

Education:
Education: BA – University of Manitoba.

Financial Planning Credentials: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Health Specialist (CHS).

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Nicole S. Ross

Client Service & Administration. Nelson Portfolio Management Corp. Experience in personal banking and customer service since 2001.

Phone: 204-956-0519
E-mail: nross@nelsonfinancial.ca

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* Not registered to provide specific securities advice

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