Our financial planning team consists of the following people:
President. Senior Financial Planner. Nelson Planning Services team. 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 Planning Services team.
Experience in financial planning analysis, investments and insurance since 1996.
Phone: 204-956-0519
E-mail: lharris@nelsonfinancial.ca
Education:
Financial Planning Credentials: Certified Financial Planner (CFP®).
Chartered Investment Manager (CIM).
Financial Planner. Nelson Planning Services team.
Experience in banking, lending and small business advisory services.
Phone: 204-956-0519
Education:
Financial Planning Credentials: Certified Financial Planner (CFP®)
Financial Planner. Nelson Planning Services team. Experience In Financial Planning, Retirement Planning, Pension Administration and Estate Planning Since 2009.
Phone: 204-956-0519
E-mail: tcorrigal@nelsonfinancial.ca
Education:
Financial Planning Credentials: Certified Financial Planner (CFP®).
Planning & Tax Advisor. Nelson Planning Services team. Experience in providing Financial & Tax Planning Services for a small Business Owners and Farmers.
Phone: (204) 956-0519
E-mail: hletkeman@nelsonfinancial.ca
Education:
B.Comm.(hons), University of Manitoba
Certified Management Accountant – Society of Management Accountants of Manitoba (CMA)
Financial Planner. Nelson Planning Services team. Experience in personal banking and customer service since 2001.
Phone: 204-956-0519
E-mail: nross@nelsonfinancial.ca
Client Service & Administration. Nelson Planning Services team. Experience In Client Service and Administration Since 2007
Phone: 204-956-0519
E-mail: jjohnston@nelsonfinancial.ca
Client Service & Administration. Nelson Planning Services team. Experience In Customer Service Since 2021
Phone: 204-956-0519
E-mail: rchard@nelsonfinancial.ca
Client Service & Administration. Nelson Planning Services team. Experience in financial services administration and customer service since 2002.
Phone: 204-956-0519
E-mail: lfrobisher@nelsonfinancial.ca
President. The Accounting Place.
Tax Analysis & Tax Return Preparation Services.
Tax Analysis Credentials: Distinguished Financial Advisor (DFA).
View Full Bio <Disclosure: the Nelson Planning Services team. has a referral relationship with the Accounting Place. 25% of all fees charged by the Accounting Place to clients of the Nelson group is retained by the Nelson group.
Positivity Practitioner & Coach. SusanKuz.com
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: 204-801-4389
E-mail: susan@susankuz.com
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, the 5 Appreciation Languages in the Workplace, and Type-Coach communication systems. Susan is experienced in developing numerous custom programs for partner organizations including: Happy Up; Blossoming When Life Gives You Lemons; Becoming Social(ish); Vitality Challenge, Shift Your Mindset; Ice-Breakers for Virtual Teams; My Life Reboot; and Big Juicy Goals.
Senior Estate Planner. Nelson Planning Services team. Providing estate planning analysis and services since 1966.
Phone: 204-956-0519
E-mail: vnelson@nelsonfinancial.ca
Education:
MBA (Western Ontario).
Financial Planning Credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (CH.F.C.), Chartered Life Underwriter (CLU).
