Financial Planner. Nelson Financial Planning Corp.
Experience in financial planning analysis, investments and insurance since 1996.
Financial Planning Credentials: Certified Financial Planner (CFP®).
Chartered Investment Manager (CIM).
Lynda is a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM) with over 22 years experience in the financial services sector. During that time, she has worked as an Advisor and in several financial planning and financial analysis roles for various financial services firms in Winnipeg. She provides to clients of Nelson Financial Consultants a wide range experience, expertise and technical knowledge. In her role as Financial Planner, she is responsible for providing detailed financial planning analysis for our fee for service financial planning and retirement planning programs, leading the year over year process for our premier financial planning service (Financial Desktop) and for coordinating our annual Tax Return review and preparation service (delivered by The Accounting Place). Lynda contributes research and commentary on various financial planning topics for our Client Education programs. Lynda also holds her life insurance license and is able to provide advice and answer questions in this area. Should you have questions at any time about various financial planning topics, feel free to connect with Lynda.