Our portfolio management team consists of the following people:
Founder. Portfolio Manager. Nelson Portfolio Management Corp.
Phone: 204-975-4261
E-mail: dnelson@nelsonfinancial.ca
Education:
B.Comm.(hons.) – I.H. Asper School of Business, University of Manitoba.
Canadian Investment Manager (CIM).
Portfolio Manager. Nelson Portfolio Management Corp.
Phone: 204-956-0519
E-mail: lharris@nelsonfinancial.ca
Education:
Certified Financial Planner (CFP®), Chartered Investment Manager (CIM).
Client Service & Administration*. Nelson Portfolio Management Corp. Experience In Client Service and Portfolio Administration Since 2007
Phone: 204-956-0519
E-mail: jjohnston@nelsonfinancial.ca
Client Service & Administration*. Nelson Portfolio Management Corp. Experience in personal banking and customer service since 2001.
Phone: 204-956-0519
E-mail: nross@nelsonfinancial.ca
Client Service & Administration*. Nelson Portfolio Management Corp. Experience In Customer Service Since 2021
Phone: 204-956-0519
E-mail: rchard@nelsonfinancial.ca
* Not registered to provide investment advice
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