Financial Planner. Nelson Financial Planning Corp.
Experience in banking, lending and small business advisory services.

Phone: 204-956-0519

Financial Planning Credentials: Certified Financial Planner (CFP®)

Michael has over 10 years of experience in the financial services industry with large Canadian financial banking institutions. During that time, he has worked as a top performing Financial Services Manager and Business Advisory Analyst. Michael plays a key role on our team having obtained a wide range of personal and corporate banking, lending and financial problem-solving experience.  He brings a strong passion and dedication to helping our clients accomplish their goals. 

Michael is part of the Financial Planning Team and is responsible for the detailed financial analysis for our fee for service financial planning and retirement planning programs, detailed involvement in the year over year process for our premier financial planning service (Financial Desktop) and will help to coordinate work with other advisors such as the preparation of tax returns, Wills and Powers of Attorney. Michael also contributes research and commentary on various financial planning topics for our Client Education programs and client communications.

"IMPORTANT DISCLOSURES: The comments above are for information purposes only and do not constitute specific financial advice regarding your specific situation. Please consult a professional financial advisor who is familiar with your personal situation before acting on any information presented above. Every effort has been made to ensure this information is presented responsibly and accurately. However, important details may have been missed or these details may have changed since the publication of this note. All facts and opinions noted above must be reviewed to ensure their accuracy is still relevant based on today’s specific situation, whatever that may be. Nelson Financial Planning Corp is not responsible for any action you take regarding this information."