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).

Douglas Nelson the Founder and Portfolio Manager of Nelson Portfolio Management Corp. Nelson Portfolio Management Corp. is a member of the Nelson group of companies, otherwise known as Nelson Financial Consultants.  Our typical clients include entrepreneurs, family businesses, executives, professionals and their family. In Doug’s role as Portfolio Manager, Doug is responsible for determining the risk profile and investment strategy for all client accounts and for the NFC Tactical Asset Allocation Pool. Doug is responsible for making all final investment decisions.

Education:

  • Bachelor of Commerce (honors.), University of Manitoba I.H. Asper School of Business (1990)
  • Certified Financial Planner (CFP®) (1998)
  • Chartered Life Underwriter (CLU) (1999)
  • Master Financial Advisor (MFA) (2007)
  • Canadian Investment Manager (CIM) (2008)

Licenses, Membership and Registrations:

  • Nelson Portfolio Management Corp. is a registered portfolio manager in Manitoba, Ontario, Alberta and British Columbia.
  • Nelson Portfolio Management Corp. is registered as an Investment Funds Manager in Ontario and Manitoba.  The Investment Funds Manager registration is also applicable in Alberta and British Columbia through the registration in Manitoba.
  • Douglas Nelson is a registered Portfolio Manager.

Media

  • Recipient, 2017 Distinguished Advisor Conference Client Innovation Scholarship Award.  This award recognizes industry advisors who are excelling at client engagement and innovation. View the full press release here.

 

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