Nicole S. Ross - Nelson Financial Planning Corp.

Financial Planner. Nelson Planning Services team. Experience in personal banking and customer service since 2001.

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

Education:
Certified Financial Planner (CFP®)

Nicole has been actively involved in the financial services industry since 2001 and has worked with Nelson Financial since 2018. Prior to joining Nelson Financial, Nicole worked at two of Canada’s major banks in a variety of roles including that of a Personal Banking Advisor, Manager of Customer Service and Manager of Financial Advice. In her role with Nelson Planning Services team, Nicole provides basic financial planning analysis, coordinates our tax return preparation service and assists clients in with the processing of their Wills and Estate needs.

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“The Nelson Planning Services team is your independent financial advisory partner that provides fee for service financial planning services. The greatest financial outcomes are achieved when the financial analysis i) is impartial, broad and deep, ii) considers multiple future scenarios and iii) connects the dots between different goals and objectives without being distracted by short time lines or the need to sell specific products or services. Simply put, it means spending the right amount of time, in the right amount of detail, to determine the best possible outcomes.”