Our financial planning team consists of the following people:
President. Senior Financial Planner. Nelson Financial Planning Corp. Providing financial planning analysis and services since 1992.
Phone: 204-975-4261
E-mail: dnelson@nelsonfinancial.ca
Education:
B.Comm.(hons.) – I.H. Asper School of Business, University of Manitoba.
Financial Planning Credentials: Certified Financial Planner (CFP), Master Financial Advisor (MFA), Chartered Life Underwriter (CLU).
Financial Planner. Nelson Financial Planning Corp.
Experience in financial planning analysis, investments and insurance since 1996.
Phone: 204-956-0519
E-mail: lperrick@nelsonfinancial.ca
Education:
Financial Planning Credentials: Certified Financial Planner (CFP).
Financial Planner. Nelson Financial Planning Corp.
Experience in financial planning analysis, insurance and estate planning since 1998.
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).
Planning & Tax Advisor. Nelson Financial Planning Corp. Experience in providing Financial & Tax Planning Services for a small Business Owners and Farmers.
Phone: (204) 956-0519
E-mail: hletkman@nelsonfinancial.ca
Education:
B.Comm.(hons), University of Manitoba
Certified Management Accountant – Society of Management Accountants of Manitoba (CMA)
Client Service & Administration. Nelson Financial Planning Corp. Experience in personal banking and customer service since 2001.
Phone: 204-956-0519
E-mail: nross@nelsonfinancial.ca
President. The Accounting Place.
Tax Analysis & Tax Return Preparation Services.
Tax Analysis Credentials: Distinguished Financial Advisor (DFA).
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Positivity Practitioner & Coach. Being Pukka
Providing training, coaching and consulting services designed to help people create positive change and positive results in their personal and work lives. Susan provides positivity education and personal coaching services to the clients of Nelson Financial Consultants.
Phone: susan@beingpukka.com
E-mail: 204-801-4389
Education:
B.Comm.(hons.) – I.H. Asper School of Business, University of Manitoba.
Certificate in Applied Positive Psychology with the Flourishing Centre in NYC. Certified Coach, and is a graduate of Mindfulness-based Strengths Practice level 1 and 2 with the VIA Character Organization. She is certified in The Passion Test, Flourishing Skills Groups and the 5 Appreciation Languages in the Workplace. Susan is experienced in developing numerous custom programs for partner organizations including: Happy Up; Blossoming When Life Gives You Lemons; Shifting Your Mindset; Why Prioritize Positivity?; Your Life Roadmap; and Big Juicy Goals.
