Financial Planner. Nelson Financial Planning Corp. Experience In Financial Planning, Retirement Planning, Pension Administration and Estate Planning Since 2009.

Phone: 204-956-0519

Financial Planning Credentials: Currently enrolled in the CIFP Core Curriculum and Advanced Curriculum Program - Canadian Institute of Financial Planning.

Tammy has over 13 years of experience in the financial services industry with large Canadian financial institutions and financial advisory practices.  Tammy has worked with clients in a variety of roles and has enhanced her education in the areas of financial planning, retirement planning, estate planning, insurance and pension administration. Tammy is studying to achieve her Certified Financial Planner (CFP) designation and has an interest in elder care and advanced trust and estate planning education. In her role as a Financial Planning Associate, Tammy will provide financial planning advice and services with specific emphasis on retirement planning, estate planning and insurance.  Tammy also holds her life insurance license and is able to provide advice and answer questions in this area. As a member of our financial planning team, Tammy will also contribute to the development of our education pieces and financial coaching programs.  Should you have questions at any time about various financial planning topics, feel free to connect with Tammy.

"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."